BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in EVR — Evercore Inc.

CIK 911274 CANTON, OH

Position in EVR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$290,224

+$69,029 QoQ

Shares Held

850

+14.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#492

of 703 holders

Holding Since

Jun 2020

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,981,222 across 3 Capital Markets names. EVR ranks #3 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	25,727	$26,019,515
2	MS	Morgan Stanley	7,996	$1,671,483
3	EVR	Evercore Inc. This page	850	$290,224

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,224	850	+14.7%	Shares	Sole	2026-07-29
2026-03-31	$221,195	741	+2455.2%	Shares	Sole	2026-04-16
2020-06-30	$1,708	29	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.