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DGS Capital Management’s Evercore EVR Stock Holding History

DGS Capital Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.7M Buy
9,031
+764
+9% +$250K 0.44% 38
2025
Q4 		$2.81M Buy
8,267
+927
+13% +$298K 0.48% 33
2025
Q3 		$2.48M Buy
7,340
+401
+6% +$126K 0.45% 36
2025
Q2 		$1.87M Buy
6,939
+446
+7% +$98.1K 0.39% 45
2025
Q1 		$1.3M Buy
6,493
+143
+2% +$35.6K 0.34% 54
2024
Q4 		$1.76M Sell
6,350
-47
-0.7% -$13.3K 0.44% 38
2024
Q3 		$1.62M Buy
6,397
+79
+1% +$18.8K 0.44% 35
2024
Q2 		$1.32M Buy
6,318
+83
+1% +$16.2K 0.37% 40
2024
Q1 		$1.2M Buy
6,235
+85
+1% +$15.4K 0.34% 48
2023
Q4 		$1.05M Sell
6,150
-15
-0.2% -$2.17K 0.4% 42
2023
Q3 		$850K Buy
6,165
+152
+3% +$20.6K 0.42% 51
2023
Q2 		$743K Buy
6,013
+233
+4% +$26.8K 0.37% 59
2023
Q1 		$667K Sell
5,780
-71
-1% -$8.82K 0.37% 57
2022
Q4 		$638K Buy
5,851
+1,611
+38% +$168K 0.42% 52
2022
Q3 		$349K Sell
4,240
-282
-6% -$26.7K 0.23% 97
2022
Q2 		$423K Buy
4,522
+1,916
+74% +$204K 0.34% 66
2022
Q1 		$290K Buy
+2,606
New +$321K 0.18% 121

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DGS Capital Management's EVR Position: Q1 2026 in Review

DGS Capital Management increased its Evercore (EVR) stake by 9.2% in Q1 2026, buying an estimated $250K and bringing the position to 9,031 shares worth $2.7M. The position accounts for 0.44% of the portfolio, ranked #38.

DGS Capital Management first reported a position in EVR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.81M in Q4 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • DGS Capital Management held 9,031 shares of Evercore worth $2.7M as of Q1 2026.
  • DGS Capital Management bought 764 Evercore shares in Q1 2026, an estimated $250K.
  • Evercore made up 0.44% of DGS Capital Management's portfolio in Q1 2026, its #38 holding.
  • DGS Capital Management first reported a position in Evercore in Q1 2022 and has held it in 17 quarters since.
  • DGS Capital Management's Evercore position peaked at $2.81M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.