O'ROURKE & COMPANY, Inc

Position in EVR — Evercore Inc.

CIK 1911468 BOSTON, MA

Position in EVR

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

Position Value

$889,109

+$89,103 QoQ

Shares Held

2,604

-2.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#350

of 703 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $6,520,309 across 6 Capital Markets names. EVR ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,239	$3,275,827
2	SCHW	Schwab Charles Corp	10,676	$985,074
3	EVR	Evercore Inc. This page	2,604	$889,109
4	MS	Morgan Stanley	2,951	$616,877
5	MC	Moelis & Co	6,413	$419,538
6	LAZ	Lazard, Inc.	7,961	$333,884

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$889,109	2,604	-2.8%	Shares	Sole	2026-08-14
2026-03-31	$800,006	2,680	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$928,542	2,729	-2.9%	Shares	Sole	2026-01-28
2025-09-30	$948,206	2,811	-5.4%	Shares	Sole	2025-10-22
2025-06-30	$802,769	2,973	+2.1%	Shares	Sole	2025-07-18
2025-03-31	$581,384	2,911	-0.1%	Shares	Sole	2025-05-08
2024-12-31	$807,731	2,914	-10.2%	Shares	Sole	2025-02-13
2024-09-30	$822,088	3,245	+4.8%	Shares	Sole	2024-10-28
2024-06-30	$645,299	3,096	+0.0%	Shares	Sole	2024-07-18
2024-03-31	$596,066	3,095	+3.0%	Shares	Sole	2024-04-18
2023-12-31	$513,834	3,004	+4.1%	Shares	Sole	2024-01-24
2023-09-30	$397,921	2,886	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$356,186	2,882	+4.7%	Shares	Sole	2023-07-25
2023-03-31	$317,525	2,752	+1.5%	Shares	Sole	2023-05-12
2022-12-31	$295,715	2,711	+4.4%	Shares	Sole	2023-02-13
2022-09-30	$213,603	2,597	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$242,917	2,595	-6.8%	Shares	Sole	2022-08-12
2022-03-31	$309,803	2,783	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$377,934	2,782	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.