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Evercore Wealth Management’s VanEck Bitcoin Trust HODL Stock Holding History

Evercore Wealth Management’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$183K Hold
11,000
– – ﹤0.01% 406
2026
Q1 		$211K Buy
+11,000
New +$238K ﹤0.01% 386

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Evercore Wealth Management's HODL Position: Q2 2026 in Review

Evercore Wealth Management held its VanEck Bitcoin Trust (HODL) position steady in Q2 2026 at 11,000 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Evercore Wealth Management first reported a position in HODL in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Evercore Wealth Management held 11,000 shares of VanEck Bitcoin Trust worth $183K as of Q2 2026.
  • Evercore Wealth Management left its VanEck Bitcoin Trust share count unchanged in Q2 2026.
  • VanEck Bitcoin Trust made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Evercore Wealth Management first reported a position in VanEck Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Evercore Wealth Management's VanEck Bitcoin Trust position peaked at $211K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.