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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
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

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

Bond & Devick Financial Network's EVR Position: Q2 2026 in Review

Bond & Devick Financial Network held its Evercore (EVR) position steady in Q2 2026 at 1,400 shares worth $478K. The position accounts for 0.12% of the portfolio, ranked #113.

Bond & Devick Financial Network first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bond & Devick Financial Network held 1,400 shares of Evercore worth $478K as of Q2 2026.
  • Bond & Devick Financial Network left its Evercore share count unchanged in Q2 2026.
  • Evercore made up 0.12% of Bond & Devick Financial Network's portfolio in Q2 2026, its #113 holding.
  • Bond & Devick Financial Network first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.