Janney Montgomery Scott LLC

Position in EVR — Evercore Inc.

CIK 1329948 PHILADELPHIA, PA

Position in EVR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,207,473

+$15,395,228 QoQ

Shares Held

47,468

+1644.5% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#102

of 702 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Janney Montgomery Scott LLC holds $338,610,595 across 24 Capital Markets names. EVR ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	146,763	$148,431,695
2	MS	Morgan Stanley	430,401	$89,971,025
3	SCHW	Schwab Charles Corp	391,803	$36,151,662
4	EVR	Evercore Inc. This page	47,468	$16,207,473
5	IBKR	Interactive Brokers Group, Inc.	157,787	$13,733,780
6	HOOD	Robinhood Markets, Inc.	78,230	$7,844,904
7	SNEX	StoneX Group Inc.	69,972	$5,527,788
8	MC	Moelis & Co	69,982	$4,578,222

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,207,473	47,468	+1644.5%	Shares	Sole	2026-08-05
2026-03-31	$812,245	2,721	+0.4%	Shares	Sole	2026-04-22
2025-12-31	$922,077	2,710	+0.9%	Shares	Sole	2026-02-11
2025-09-30	$906,041	2,686	-2.7%	Shares	Sole	2025-10-27
2025-06-30	$745,525	2,761	-46.0%	Shares	Sole	2025-07-17
2025-03-31	$1,021,168	5,113	+48.1%	Shares	Sole	2025-04-17
2024-12-31	$957,137	3,453	+26.5%	Shares	Sole	2025-01-17
2024-09-30	$691,618	2,730	-6.5%	Shares	Sole	2024-10-29
2024-06-30	$608,407	2,919	+6.5%	Shares	Sole	2024-07-25
2024-03-31	$527,696	2,740	+106.0%	Shares	Sole	2024-05-01
2023-12-31	$227,496	1,330	-87.6%	Shares	Sole	2024-02-08
2023-09-30	$1,482,899	10,755	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,328,592	10,750	+16.2%	Shares	Sole	2023-07-26
2023-03-31	$1,067,265	9,250	0.0%	Shares	Sole	2023-04-28
2022-12-31	$1,008,990	9,250	0.0%	Shares	Sole	2023-02-01
2022-09-30	$760,812	9,250	0.0%	Shares	Sole	2022-10-25
2022-06-30	$865,892	9,250	-21.0%	Shares	Sole	2022-08-03
2022-03-31	$1,302,666	11,702	-0.1%	Shares	Sole	2022-05-04
2021-12-31	$1,590,667	11,709	-0.5%	Shares	Sole	2022-01-27
2021-09-30	$1,573,563	11,772	+0.7%	Shares	Sole	2021-10-29
2021-06-30	$1,646,023	11,693	-42.2%	Shares	Sole	2021-07-26
2021-03-31	$2,665,890	20,236	-7.7%	Shares	Sole	2021-04-27
2020-12-31	$2,402,979	21,917	+2.3%	Shares	Sole	2021-01-25
2020-09-30	$1,402,349	21,423	+1.2%	Shares	Sole	2020-11-06
2020-06-30	$1,247,100	21,166	+144.2%	Shares	Sole	2020-07-23
2020-03-31	$399,294	8,669	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.