Position in EVR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$995,297
+$37,379 QoQ
Shares Held
2,915
-9.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#338
of 703 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $19,732,460 across 6 Capital Markets names. EVR ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
39,848 | $8,329,825 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,428 | $7,512,456 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,348 | $2,338,859 | |
| 4 | EVR |
Evercore Inc.
This page
|
2,915 | $995,297 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,927 | $293,519 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,634 | $262,504 |
All Filings in EVR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,297 | 2,915 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $957,918 | 3,209 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,049,331 | 3,084 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,095,278 | 3,247 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,085,750 | 4,021 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $744,556 | 3,728 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $870,930 | 3,142 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $772,180 | 3,048 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $749,931 | 3,598 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $688,124 | 3,573 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $534,189 | 3,123 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $458,313 | 3,324 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $413,655 | 3,347 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $351,793 | 3,049 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $320,149 | 2,935 | Shares | Sole | 2023-01-13 | |
| 2022-03-31 | $238,224 | 2,140 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $287,322 | 2,115 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $229,244 | 1,715 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $242,546 | 1,723 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||