SEC 13F Intelligence

Empire Life Investments Inc. / EVR

Empire Life Investments Inc.’s Evercore Inc Position

Does Empire Life Investments Inc. own Evercore Inc (EVR)? Yes — 47.3K shares worth $14M (+0.87% of its 13F portfolio) as of Q1 2026, down from 52.3K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
47.3K
% of Portfolio
+0.87%
Quarters Held
5
currently held

Position History EVR

Reported value by quarter
Q1 ’25: $15MQ1 ’25Q2 ’25: $17MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $18MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.3K$14M+0.87%
Q4 202552.3K$18M+1.00%
Q3 202563.4K$21M+1.25%
Q2 202563.3K$17M+1.09%
Q1 202574.9K$15M+0.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Empire Life Investments Inc.’s full portfolio or all institutional holders of EVR.