FULLER & THALER ASSET MANAGEMENT, INC.

Position in EVR — Evercore Inc.

CIK 1082327 SAN MATEO, CA

Position in EVR

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

Position Value

$105,882,251

+$7,042,904 QoQ

Shares Held

310,105

-6.3% QoQ

Ownership

0.806%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#27

of 703 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $207,192,488 across 3 Capital Markets names. EVR ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc. This page	310,105	$105,882,251
2	SF	Stifel Financial Corp	1,437,487	$100,293,467
3	MS	Morgan Stanley	4,864	$1,016,770

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,882,251	310,105	-6.3%	Shares	Sole	2026-08-12
2026-03-31	$98,839,347	331,109	+19.9%	Shares	Sole	2026-05-14
2025-12-31	$93,934,518	276,075	-10.5%	Shares	Sole	2026-02-12
2025-09-30	$104,029,825	308,401	-19.1%	Shares	Sole	2025-11-13
2025-06-30	$102,885,450	381,029	-44.4%	Shares	Sole	2025-08-14
2025-03-31	$136,916,847	685,544	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$191,954,906	692,503	-5.5%	Shares	Sole	2025-02-14
2024-09-30	$185,699,233	733,004	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$155,329,331	745,235	-0.1%	Shares	Sole	2024-08-09
2024-03-31	$143,636,703	745,816	+3.8%	Shares	Sole	2024-05-13
2023-12-31	$122,930,898	718,684	-0.5%	Shares	Sole	2024-02-13
2023-09-30	$99,626,986	722,563	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$89,649,096	725,375	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$83,611,386	724,661	+16.3%	Shares	Sole	2023-05-15
2022-12-31	$67,978,001	623,194	+68.7%	Shares	Sole	2023-02-13
2022-09-30	$30,390,141	369,485	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$34,632,049	369,961	+21.5%	Shares	Sole	2022-08-12
2022-03-31	$33,891,374	304,450	+0.2%	Shares	Sole	2022-05-13
2021-12-31	$41,279,924	303,864	+16.4%	Shares	Sole	2022-02-09
2021-09-30	$34,902,841	261,112	+51.6%	Shares	Sole	2021-11-10
2021-06-30	$24,253,122	172,289	+24.0%	Shares	Sole	2021-08-13
2021-03-31	$18,302,506	138,929	-48.8%	Shares	Sole	2021-05-13
2020-12-31	$29,744,454	271,292	+4233.0%	Shares	Sole	2021-02-11
2020-09-30	$409,845	6,261	+1.1%	Shares	Sole	2020-11-09
2020-06-30	$364,773	6,191	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.