BJL
EVR icon

Brighton Jones LLC’s Evercore EVR Stock Holding History

Brighton Jones LLC’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 		$1.92M Buy
5,630
+1,203
+27% +$412K 0.04% 309
2026
Q1 		$1.32M Buy
+4,427
New +$1.45M 0.03% 377
2025
Q4 		– Sell
-3,629
Closed -$1.22M – 340
2025
Q3 		$1.22M Buy
3,629
+1,263
+53% +$396K 0.03% 341
2025
Q2 		$639K Buy
+2,366
New +$520K 0.02% 457

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
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
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Brighton Jones LLC's EVR Position: Q2 2026 in Review

Brighton Jones LLC increased its Evercore (EVR) stake by 27% in Q2 2026, buying an estimated $412K and bringing the position to 5,630 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #309.

Brighton Jones LLC first reported a position in EVR in Q2 2025 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Brighton Jones LLC held 5,630 shares of Evercore worth $1.92M as of Q2 2026.
  • Brighton Jones LLC bought 1,203 Evercore shares in Q2 2026, an estimated $412K.
  • Evercore made up 0.04% of Brighton Jones LLC's portfolio in Q2 2026, its #309 holding.
  • Brighton Jones LLC first reported a position in Evercore in Q2 2025 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.