Bridges Investment Management’s Evercore EVR Stock Holding History

Bridges Investment Management’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	$5.64M	Buy	16,531 +71	+0.4%	+$24.3K	0.07%	108
2026 Q1	$4.91M	Buy	16,460 +2,253	+16%	+$738K	0.07%	113
2025 Q4	$4.83M	Buy	14,207 +702	+5%	+$226K	0.06%	111
2025 Q3	$4.56M	Buy	13,505 +807	+6%	+$253K	0.06%	112
2025 Q2	$3.43M	Buy	12,698 +1,700	+15%	+$374K	0.05%	125
2025 Q1	$2.2M	Buy	10,998 +5,795	+111%	+$1.44M	0.03%	148
2024 Q4	$1.44M	Buy	5,203 +804	+18%	+$228K	0.02%	170
2024 Q3	$1.11M	Hold	4,399	–	–	0.02%	188
2024 Q2	$917K	Buy	+4,399	New	+$856K	0.01%	198

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bridges Investment Management's EVR Position: Q2 2026 in Review

Bridges Investment Management increased its Evercore (EVR) stake by 0.43% in Q2 2026, buying an estimated $24.3K and bringing the position to 16,531 shares worth $5.64M. The position accounts for 0.07% of the portfolio, ranked #108.

Bridges Investment Management first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. 392 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Bridges Investment Management held 16,531 shares of Evercore worth $5.64M as of Q2 2026.
Bridges Investment Management bought 71 Evercore shares in Q2 2026, an estimated $24.3K.
Evercore made up 0.07% of Bridges Investment Management's portfolio in Q2 2026, its #108 holding.
Bridges Investment Management first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
392 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.