Position in EVR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,695,843
-$117,003 QoQ
Shares Held
9,031
+9.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $6,306,610 across 7 Capital Markets names. EVR ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
9,031 | $2,695,843 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,397 | $1,181,848 | |
| 3 | MS |
Morgan Stanley
|
5,838 | $960,759 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,414 | $425,373 | |
| 5 | PIPR |
Piper Sandler Companies
|
4,670 | $357,488 | |
| 6 | MC |
Moelis & Co
|
6,263 | $356,991 | |
| 7 | OPY |
Oppenheimer Holdings Inc
|
3,681 | $328,308 |
All Filings in EVR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,695,843 | 9,031 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,812,846 | 8,267 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,475,928 | 7,340 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $1,873,668 | 6,939 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $1,296,781 | 6,493 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $1,760,156 | 6,350 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,620,615 | 6,397 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $1,316,860 | 6,318 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $1,200,798 | 6,235 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,051,957 | 6,150 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $850,030 | 6,165 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $743,146 | 6,013 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $666,896 | 5,780 | Shares | Sole | 2023-06-16 | |
| 2022-12-31 | $638,227 | 5,851 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $348,740 | 4,240 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $423,304 | 4,522 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $290,099 | 2,606 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||