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BFC Planning, Inc.’s Evercore EVR Stock Holding History

BFC Planning, Inc.’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 		$6.16K Sell
18
-307
-94% -$105K ﹤0.01% 2597
2026
Q1 		$97.1K Hold
325
– – ﹤0.01% 1109
2025
Q4 		$111K Sell
325
-4
-1% -$1.29K ﹤0.01% 1076
2025
Q3 		$111K Buy
329
+311
+1,728% +$97.5K 0.01% 885
2025
Q2 		$4.86K Sell
18
-447
-96% -$98.3K ﹤0.01% 2062
2025
Q1 		$93.1K Sell
465
-91
-16% -$22.7K 0.01% 903
2024
Q4 		$154K Buy
+556
New +$157K 0.01% 706

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 $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s EVR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Evercore (EVR) stake by 94% in Q2 2026, selling an estimated $105K and leaving 18 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

BFC Planning, Inc. first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $154K in Q4 2024. 714 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • BFC Planning, Inc. held 18 shares of Evercore worth $6.16K as of Q2 2026.
  • BFC Planning, Inc. sold 307 Evercore shares in Q2 2026, an estimated $105K.
  • Evercore made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2597 holding.
  • BFC Planning, Inc. first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Evercore position peaked at $154K in Q4 2024.
  • 714 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.