Rafferty Asset Management, LLC

Position in EVR — Evercore Inc.

CIK 1389426 New York, NY

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$208,278

-$12,884 QoQ

Shares Held

610

-6.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#553

of 703 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rafferty Asset Management, LLC holds $244,505,824 across 7 Capital Markets names. EVR ranks #7 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	86,484	$87,467,323
2	MS	Morgan Stanley	351,691	$73,517,486
3	SCHW	Schwab Charles Corp	476,200	$43,938,974
4	HOOD	Robinhood Markets, Inc.	259,390	$26,011,629
5	IBKR	Interactive Brokers Group, Inc.	137,609	$11,977,487
6	PURR	Hyperliquid Strategies Inc	175,940	$1,384,647
7	EVR	Evercore Inc. This page	610	$208,278

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,278	610	-6.2%	Shares	Sole	2026-08-14
2025-12-31	$221,162	650	-2.5%	Shares	Sole	2026-02-13
2025-09-30	$224,992	667	-17.5%	Shares	Sole	2025-11-12
2024-12-31	$223,969	808	-1.7%	Shares	Sole	2025-02-14
2024-09-30	$208,245	822	-93.2%	Shares	Sole	2024-11-13
2022-06-30	$1,123,975	12,007	-37.4%	Shares	Sole	2022-08-12
2022-03-31	$2,134,115	19,171	-4.6%	Shares	Sole	2022-05-13
2021-12-31	$2,730,313	20,098	+8.1%	Shares	Sole	2022-02-10
2021-09-30	$2,485,192	18,592	-20.9%	Shares	Sole	2021-11-10
2021-06-30	$3,307,672	23,497	+18.1%	Shares	Sole	2021-08-10
2021-03-31	$2,620,967	19,895	+21.5%	Shares	Sole	2021-05-10
2020-12-31	$1,795,355	16,375	+20.1%	Shares	Sole	2021-02-10
2020-09-30	$892,219	13,630	+67.7%	Shares	Sole	2020-11-13
2020-06-30	$478,842	8,127	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.