Ceredex Value Advisors LLC

Position in EVR — Evercore Inc.

CIK 1738726 WINTER PARK, FL

Position in EVR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$36,873,447

+$2,742,970 QoQ

Shares Held

123,525

+23.1% QoQ

Ownership

0.319%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 26.20926937866829.ToString("F0")% Shared 73.79073062133172.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Ceredex Value Advisors LLC holds $87,408,913 across 3 Capital Markets names. EVR ranks #2 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	132,920	$39,986,322
2	EVR	Evercore Inc. This page	123,525	$36,873,447
3	PWP	Perella Weinberg Partners	580,900	$10,549,144

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.