NFJ INVESTMENT GROUP, LLC

Position in EVR — Evercore Inc.

CIK 1862664 DALLAS, TX

Position in EVR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,116,818

New position

Shares Held

14,986

first reported quarter

Ownership

0.039%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#192

of 703 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 1% Shared 99% None 0%

Financial Services · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $172,277,415 across 4 Capital Markets names. EVR ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	926,971	$85,531,613
2	MS	Morgan Stanley	199,329	$41,667,733
3	GS	Goldman Sachs Group Inc	39,512	$39,961,251
4	EVR	Evercore Inc. This page	14,986	$5,116,818

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,116,818	14,986	—	Shares	Other	2026-08-11
No filing history on record for this holder in this stock.