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EVR icon

BOK Financial’s Evercore EVR Stock Holding History

BOK Financial’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 		$10.4M Sell
30,377
-438
-1% -$150K 0.14% 133
2026
Q1 		$9.2M Sell
30,815
-6,716
-18% -$2.2M 0.14% 134
2025
Q4 		$12.8M Sell
37,531
-3,117
-8% -$1M 0.2% 105
2025
Q3 		$13.7M Sell
40,648
-1,468
-3% -$460K 0.21% 91
2025
Q2 		$11.4M Buy
42,116
+5,467
+15% +$1.2M 0.18% 107
2025
Q1 		$7.32M Buy
+36,649
New +$9.13M 0.13% 142
2024
Q4 		– Sell
-2
Closed -$496 – 1356
2024
Q3 		$496 Buy
+2
New +$476 ﹤0.01% 1217
2024
Q2 		– Sell
-3,370
Closed -$638K – 1198
2024
Q1 		$638K Sell
3,370
-47
-1% -$8.5K 0.01% 546
2023
Q4 		$584K Sell
3,417
-716
-17% -$104K 0.01% 531
2023
Q3 		$538K Buy
4,133
+17
+0.4% +$2.31K 0.01% 525
2023
Q2 		$509K Buy
+4,116
New +$473K 0.01% 552
2022
Q1 		– Sell
-22,335
Closed -$3.03M – 984
2021
Q4 		$3.03M Buy
22,335
+404
+2% +$58.9K 0.05% 324
2021
Q3 		$2.93M Buy
+21,931
New +$2.98M 0.05% 325
2021
Q1 		$6.07M Sell
46,079
-5,429
-11% -$663K 0.11% 188
2020
Q4 		$5.65M Buy
51,508
+255
+0.5% +$22.7K 0.11% 186
2020
Q3 		$3.35M Buy
51,253
+4,326
+9% +$263K 0.07% 241
2020
Q2 		$2.76M Buy
+46,927
New +$2.55M 0.07% 263
2019
Q3 		– Sell
-5,573
Closed -$493K – 912
2019
Q2 		$493K Buy
5,573
+44
+0.8% +$3.92K 0.01% 673
2019
Q1 		$503K Sell
5,529
-48
-0.9% -$4.21K 0.01% 666
2018
Q4 		$400K Buy
+5,577
New +$458K 0.01% 665

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's EVR Position: Q2 2026 in Review

BOK Financial reduced its Evercore (EVR) stake by 1.4% in Q2 2026, selling an estimated $150K and leaving 30,377 shares worth $10.4M. The position accounts for 0.14% of the portfolio, ranked #133.

BOK Financial first reported a position in EVR in Q4 2018 and has held it in 20 quarters since. The position peaked at $13.7M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • BOK Financial held 30,377 shares of Evercore worth $10.4M as of Q2 2026.
  • BOK Financial sold 438 Evercore shares in Q2 2026, an estimated $150K.
  • Evercore made up 0.14% of BOK Financial's portfolio in Q2 2026, its #133 holding.
  • BOK Financial first reported a position in Evercore in Q4 2018 and has held it in 20 quarters since.
  • BOK Financial's Evercore position peaked at $13.7M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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