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BOK Financial Private Wealth’s Evercore EVR Stock Holding History

BOK Financial Private Wealth’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$667K Sell
2,235
-367
-14% -$120K 0.04% 108
2025
Q4 		$885K Sell
2,602
-41
-2% -$13.2K 0.05% 96
2025
Q3 		$892K Sell
2,643
-82
-3% -$25.7K 0.06% 95
2025
Q2 		$736K Buy
2,725
+871
+47% +$192K 0.05% 105
2025
Q1 		$370K Buy
+1,854
New +$462K 0.03% 139
2023
Q2 		– Sell
-21
Closed -$2.42K – 390
2023
Q1 		$2.42K Buy
+21
New +$2.61K ﹤0.01% 409

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOK Financial Private Wealth's EVR Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Evercore (EVR) stake by 14% in Q1 2026, selling an estimated $120K and leaving 2,235 shares worth $667K. The position accounts for 0.04% of the portfolio, ranked #108.

BOK Financial Private Wealth first reported a position in EVR in Q1 2023 and has held it in 6 quarters since. The position peaked at $892K in Q3 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • BOK Financial Private Wealth held 2,235 shares of Evercore worth $667K as of Q1 2026.
  • BOK Financial Private Wealth sold 367 Evercore shares in Q1 2026, an estimated $120K.
  • Evercore made up 0.04% of BOK Financial Private Wealth's portfolio in Q1 2026, its #108 holding.
  • BOK Financial Private Wealth first reported a position in Evercore in Q1 2023 and has held it in 6 quarters since.
  • BOK Financial Private Wealth's Evercore position peaked at $892K in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.