Ceredex Value Advisors LLC

Position in EVR — Evercore Inc.

CIK 1738726 WINTER PARK, FL

Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$36,960,880

+$87,433 QoQ

Shares Held

108,250

-12.4% QoQ

Ownership

0.281%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#55

of 707 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 24% Shared 76% None 0%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Ceredex Value Advisors LLC holds $66,930,290 across 3 Capital Markets names. EVR ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc. This page	108,250	$36,960,880
2	LPLA	LPL Financial Holdings Inc.	74,269	$20,920,090
3	PWP	Perella Weinberg Partners	567,000	$9,049,320

All Filings in EVR

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,960,880	108,250	-12.4%	Shares	Other	2026-08-11
2026-03-31	$36,873,447	123,525	+23.1%	Shares	Other	2026-05-14
2025-12-31	$34,130,477	100,310	+36.6%	Shares	Other	2026-02-13
2025-09-30	$24,767,721	73,425	-43.6%	Shares	Other	2025-11-14
2025-06-30	$35,170,105	130,250	+215.4%	Shares	Other	2025-08-13
2025-03-31	$8,248,436	41,300	+13.9%	Shares	Other	2025-05-14
2024-12-31	$10,048,137	36,250	+22.4%	Shares	Other	2025-02-13
2024-09-30	$7,505,197	29,625	-29.3%	Shares	Other	2024-10-29
2024-06-30	$8,729,464	41,882	+3.7%	Shares	Other	2024-07-25
2024-03-31	$7,781,984	40,407	-26.2%	Shares	Other	2024-04-30
2023-12-31	$9,364,987	54,750	-32.2%	Shares	Other	2024-01-25
2023-09-30	$11,140,704	80,800	-7.6%	Shares	Other	2023-10-24
2023-06-30	$10,807,945	87,450	+76.4%	Shares	Other	2023-07-25
2023-03-31	$5,721,001	49,584	-5.9%	Shares	Other	2023-04-26
2022-12-31	$5,748,515	52,700	-2.1%	Shares	Other	2023-01-23
2022-09-30	$4,426,447	53,817	-1.6%	Shares	Other	2022-11-07
2022-06-30	$5,117,471	54,668	-57.3%	Shares	Other	2022-08-03
2022-03-31	$14,263,097	128,127	-60.8%	Shares	Other	2022-05-05
2021-12-31	$44,385,862	326,727	-20.5%	Shares	Other	2022-02-07
2021-09-30	$54,913,774	410,816	+3.5%	Shares	Other	2021-11-08
2021-06-30	$55,901,033	397,109	-12.6%	Shares	Other	2021-08-03
2021-03-31	$59,877,014	454,509	-5.4%	Shares	Other	2021-05-11
2020-12-31	$52,661,078	480,309	-7.2%	Shares	Other	2021-02-05
2020-09-30	$33,894,729	517,793	+10.0%	Shares	Other	2020-11-09
2020-06-30	$27,739,123	470,793	0.0%	Shares	Other	2020-08-11
2020-03-31	$21,684,725	470,793	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.