BDFN
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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
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

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