Position in EVR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,439,449
-$760,586 QoQ
Shares Held
18,222
0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $84,282,162 across 11 Capital Markets names. EVR ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,015 | $21,162,438 | |
| 2 | SCHW |
Schwab Charles Corp
|
192,567 | $18,097,446 | |
| 3 | MS |
Morgan Stanley
|
103,158 | $16,976,711 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
47,550 | $14,304,466 | |
| 5 | EVR |
Evercore Inc.
This page
|
18,222 | $5,439,449 | |
| 6 | MC |
Moelis & Co
|
72,191 | $4,114,887 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
27,677 | $1,918,015 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
11,565 | $775,664 |
All Filings in EVR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,439,449 | 18,222 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,200,035 | 18,222 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $6,146,645 | 18,222 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,920,304 | 18,222 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,283,396 | 16,440 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,073,584 | 14,696 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,723,084 | 14,696 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,063,087 | 14,696 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,830,302 | 14,696 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,398,379 | 25,714 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,121,189 | 22,637 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,240,216 | 42,400 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,279,908 | 19,760 | Shares | Defined | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||