FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Position in EVR — Evercore Inc.
CIK 1009016
Cincinnati, OH
Position in EVR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$29,823,076
+$4,390,920 QoQ
Shares Held
87,345
+2.5% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#69
of 703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ holds $525,721,749 across 6 Capital Markets names. EVR ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,550,333 | $235,319,225 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
349,248 | $98,376,176 | |
| 3 | GS |
Goldman Sachs Group Inc
|
74,770 | $75,620,134 | |
| 4 | MS |
Morgan Stanley
|
285,209 | $59,620,089 | |
| 5 | EVR |
Evercore Inc.
This page
|
87,345 | $29,823,076 | |
| 6 | MC |
Moelis & Co
|
412,153 | $26,963,049 |
All Filings in EVR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,823,076 | 87,345 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $25,432,156 | 85,197 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,813,401 | 78,805 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $26,001,300 | 77,082 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $22,322,553 | 82,670 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,873,745 | 79,480 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,173,888 | 72,780 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,128,958 | 59,718 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,966,941 | 71,808 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,790,984 | 71,608 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,401,425 | 78,348 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $14,874,218 | 107,878 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,983,804 | 121,238 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,810,066 | 102,358 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,873,094 | 99,680 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $9,442,300 | 114,800 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $10,722,089 | 114,540 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $14,906,861 | 133,910 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,172,287 | 96,962 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $11,128,294 | 83,252 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,540,887 | 81,984 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,205,052 | 92,645 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $10,433,452 | 95,161 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $17,755,174 | 271,237 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,622,972 | 299,100 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $13,007,344 | 282,400 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||