BDFN
EVR icon

Bond & Devick Financial Network’s Evercore EVR Stock Holding History

Bond & Devick Financial Network’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 		$478K Hold
1,400
– – 0.12% 113
2026
Q1 		$418K Hold
1,400
– – 0.12% 112
2025
Q4 		$476K Hold
1,400
– – 0.13% 101
2025
Q3 		$472K Hold
1,400
– – 0.14% 100
2025
Q2 		$378K Hold
1,400
– – 0.13% 108
2025
Q1 		$280K Hold
1,400
– – 0.1% 128
2024
Q4 		$355K Hold
1,400
– – 0.15% 112
2024
Q3 		$355K Hold
1,400
– – 0.15% 112
2024
Q2 		$292K Hold
1,400
– – 0.16% 113
2024
Q1 		$270K Hold
1,400
– – 0.15% 123
2023
Q4 		$239K Buy
+1,400
New +$203K 0.14% 126

Other funds holding EVR

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return