New England Research & Management, Inc.

Position in EVR — Evercore Inc.

CIK 1596077 CHICAGO, IL

Position in EVR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$283,736

New position

Shares Held

831

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#500

of 703 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New England Research & Management, Inc. holds $7,759,825 across 4 Capital Markets names. EVR ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	14,450	$3,020,628
2	GS	Goldman Sachs Group Inc	2,916	$2,949,154
3	SCHW	Schwab Charles Corp	16,325	$1,506,307
4	EVR	Evercore Inc. This page	831	$283,736

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,736	831	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.