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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
Q2 		$671K Sell
1,965
-270
-12% -$92.4K 0.03% 108
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BOK Financial Private Wealth's EVR Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Evercore (EVR) stake by 12% in Q2 2026, selling an estimated $92.4K and leaving 1,965 shares worth $671K. The position accounts for 0.03% of the portfolio, ranked #108.

BOK Financial Private Wealth first reported a position in EVR in Q1 2023 and has held it in 7 quarters since. The position peaked at $892K in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • BOK Financial Private Wealth held 1,965 shares of Evercore worth $671K as of Q2 2026.
  • BOK Financial Private Wealth sold 270 Evercore shares in Q2 2026, an estimated $92.4K.
  • Evercore made up 0.03% of BOK Financial Private Wealth's portfolio in Q2 2026, its #108 holding.
  • BOK Financial Private Wealth first reported a position in Evercore in Q1 2023 and has held it in 7 quarters since.
  • BOK Financial Private Wealth's Evercore position peaked at $892K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.