EAGLE ROCK INVESTMENT COMPANY, LLC

Position in EVR — Evercore Inc.

CIK 1911407 ATLANTA, GA

Position in EVR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,164,465

+$397,875 QoQ

Shares Held

9,268

0.0% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#229

of 703 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $7,786,614 across 5 Capital Markets names. EVR ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc. This page	9,268	$3,164,465
2	LPLA	LPL Financial Holdings Inc.	7,370	$2,075,981
3	SF	Stifel Financial Corp	20,112	$1,403,214
4	MS	Morgan Stanley	4,500	$940,680
5	GS	Goldman Sachs Group Inc	200	$202,274

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,164,465	9,268	0.0%	Shares	Sole	2026-07-09
2026-03-31	$2,766,590	9,268	0.0%	Shares	Sole	2026-04-09
2025-12-31	$3,153,437	9,268	0.0%	Shares	Sole	2026-01-14
2025-09-30	$3,126,281	9,268	0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,502,545	9,268	0.0%	Shares	Sole	2025-07-23
2025-03-31	$1,851,004	9,268	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$2,567,610	9,263	0.0%	Shares	Sole	2025-01-15
2024-09-30	$2,346,688	9,263	0.0%	Shares	Sole	2024-10-07
2024-06-30	$1,930,687	9,263	-0.1%	Shares	Sole	2024-07-12
2024-03-31	$1,785,116	9,269	0.0%	Shares	Sole	2024-04-15
2023-12-31	$1,585,462	9,269	+0.1%	Shares	Sole	2024-01-12
2023-09-30	$1,277,182	9,263	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.