Emerald Investment Advisers, LLC

Position in EVR — Evercore Inc.

CIK 2127823 Leola, PA

Position in EVR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,597,411

+$702,163 QoQ

Shares Held

10,536

+8.6% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#224

of 707 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Emerald Investment Advisers, LLC holds $24,142,435 across 3 Capital Markets names. EVR ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	75,241	$15,728,378
2	PJT	PJT Partners Inc.	31,911	$4,816,646
3	EVR	Evercore Inc. This page	10,536	$3,597,411

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,597,411	10,536	+8.6%	Shares	Sole	2026-08-12
2026-03-31	$2,895,248	9,699	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.