Dorsey Wright & Associates

Position in EVR — Evercore Inc.

CIK 1376772 PASADENA, CA

Position in EVR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$530,256

-$6,365,623 QoQ

Shares Held

1,553

-93.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#411

of 703 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dorsey Wright & Associates holds $13,969,335 across 3 Capital Markets names. EVR ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	85,404	$7,433,564
2	GS	Goldman Sachs Group Inc	5,938	$6,005,515
3	EVR	Evercore Inc. This page	1,553	$530,256

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$530,256	1,553	-93.3%	Shares	Sole	2026-08-06
2026-03-31	$6,895,879	23,101	+85.3%	Shares	Sole	2026-05-06
2025-12-31	$4,241,896	12,467	-5.9%	Shares	Sole	2026-02-20
2025-09-30	$4,467,128	13,243	+763.3%	Shares	Sole	2025-11-18
2025-06-30	$414,210	1,534	-95.6%	Shares	Sole	2025-08-11
2025-03-31	$6,975,620	34,927	-20.3%	Shares	Sole	2025-05-06
2024-12-31	$12,147,020	43,822	+1.4%	Shares	Sole	2025-02-12
2024-09-30	$10,950,114	43,223	+46.4%	Shares	Sole	2024-11-15
2024-06-30	$6,152,019	29,516	+1.3%	Shares	Sole	2024-08-15
2024-03-31	$5,612,265	29,141	+63.5%	Shares	Sole	2024-05-09
2021-06-30	$2,508,521	17,820	+1.3%	Shares	Sole	2021-07-23
2021-03-31	$2,316,911	17,587	-4.4%	Shares	Sole	2021-04-27
2020-12-31	$2,016,498	18,392	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.