Bull Harbor Capital’s Evercore EVR Stock Holding History

Bull Harbor Capital’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	$1.21M	Buy	3,553 +1,410	+66%	+$482K	0.24%	111
2026 Q1	$640K	Buy	+2,143	New	+$702K	0.17%	187

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bull Harbor Capital's EVR Position: Q2 2026 in Review

Bull Harbor Capital increased its Evercore (EVR) stake by 66% in Q2 2026, buying an estimated $482K and bringing the position to 3,553 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #111.

Bull Harbor Capital first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Bull Harbor Capital held 3,553 shares of Evercore worth $1.21M as of Q2 2026.
Bull Harbor Capital bought 1,410 Evercore shares in Q2 2026, an estimated $482K.
Evercore made up 0.24% of Bull Harbor Capital's portfolio in Q2 2026, its #111 holding.
Bull Harbor Capital first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.