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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
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 $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

Bruce G. Allen Investments's EVR Position: Q1 2026 in Review

Bruce G. Allen Investments held its Evercore (EVR) position steady in Q1 2026 at 3 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Bruce G. Allen Investments first reported a position in EVR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.89K in Q2 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Bruce G. Allen Investments held 3 shares of Evercore worth $896 as of Q1 2026.
  • Bruce G. Allen Investments left its Evercore share count unchanged in Q1 2026.
  • Evercore made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #849 holding.
  • Bruce G. Allen Investments first reported a position in Evercore in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Evercore position peaked at $1.89K in Q2 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.