ZACKS INVESTMENT MANAGEMENT

Position in EVR — Evercore Inc.

CIK 1086483 Chicago, IL

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,166,064

+$1,019,156 QoQ

Shares Held

18,059

+4.7% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#177

of 703 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $130,945,669 across 8 Capital Markets names. EVR ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	255,287	$53,365,194
2	GS	Goldman Sachs Group Inc	44,196	$44,698,508
3	HOOD	Robinhood Markets, Inc.	203,095	$20,366,366
4	EVR	Evercore Inc. This page	18,059	$6,166,064
5	SNEX	StoneX Group Inc.	69,200	$5,466,760
6	SCHW	Schwab Charles Corp	4,631	$427,302
7	MRX	Marex Group Ltd	4,159	$253,491
8	SF	Stifel Financial Corp	2,895	$201,984

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,166,064	18,059	+4.7%	Shares	Sole	2026-08-13
2026-03-31	$5,146,908	17,242	-4.9%	Shares	Sole	2026-05-14
2025-12-31	$6,166,691	18,124	-18.8%	Shares	Sole	2026-02-17
2025-09-30	$7,524,597	22,307	+18.6%	Shares	Sole	2025-11-14
2025-06-30	$5,077,726	18,805	-16.6%	Shares	Sole	2025-08-12
2022-03-31	$2,510,711	22,554	-0.4%	Shares	Sole	2022-05-13
2021-12-31	$3,077,545	22,654	+2.7%	Shares	Sole	2022-02-15
2021-09-30	$2,947,289	22,049	+1.1%	Shares	Sole	2021-11-15
2021-06-30	$3,070,475	21,812	-3.3%	Shares	Sole	2021-08-16
2021-03-31	$2,970,868	22,551	+8.4%	Shares	Sole	2021-05-17
2020-12-31	$2,280,840	20,803	+7.7%	Shares	Sole	2021-02-16
2020-09-30	$1,264,621	19,319	+24.0%	Shares	Sole	2020-11-16
2020-06-30	$917,855	15,578	-45.6%	Shares	Sole	2020-08-14
2020-03-31	$1,319,941	28,657	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.