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Bruce G. Allen Investments’s Evercore EVR Stock Holding History

Bruce G. Allen Investments’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 		$1.02K Hold
3
– – ﹤0.01% 819
2026
Q1 		$896 Hold
3
– – ﹤0.01% 849
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 826
2025
Q3 		$1.01K Sell
3
-4
-57% -$1.25K ﹤0.01% 823
2025
Q2 		$1.89K Buy
7
+1
+17% +$220 ﹤0.01% 721
2025
Q1 		$1.2K Buy
6
+3
+100% +$747 ﹤0.01% 776
2024
Q4 		$832 Sell
3
-4
-57% -$1.13K ﹤0.01% 860
2024
Q3 		$1.77K Buy
7
+4
+133% +$952 ﹤0.01% 737
2024
Q2 		$625 Hold
3
– – ﹤0.01% 839
2024
Q1 		$578 Hold
3
– – ﹤0.01% 842
2023
Q4 		$513 Buy
+3
New +$434 ﹤0.01% 904

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's EVR Position: Q2 2026 in Review

Bruce G. Allen Investments held its Evercore (EVR) position steady in Q2 2026 at 3 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Bruce G. Allen Investments first reported a position in EVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89K in Q2 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Bruce G. Allen Investments held 3 shares of Evercore worth $1.02K as of Q2 2026.
  • Bruce G. Allen Investments left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #819 holding.
  • Bruce G. Allen Investments first reported a position in Evercore in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Evercore position peaked at $1.89K in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.