Position in EVR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,373,349
+$451,841 QoQ
Shares Held
6,951
+8.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#262
of 703 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pallas Capital Advisors LLC holds $11,211,897 across 12 Capital Markets names. EVR ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
6,951 | $2,373,349 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,309 | $2,335,253 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
14,042 | $1,408,131 | |
| 4 | SCHW |
Schwab Charles Corp
|
11,125 | $1,026,503 | |
| 5 | MS |
Morgan Stanley
|
4,130 | $863,335 | |
| 6 | SF |
Stifel Financial Corp
|
12,124 | $845,891 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
12,632 | $752,488 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
13,020 | $650,739 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,373,349 | 6,951 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,921,508 | 6,437 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,276,272 | 6,690 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,221,589 | 6,586 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,775,921 | 6,577 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||