JAMES INVESTMENT RESEARCH, INC.

Position in EVR — Evercore Inc.

CIK 810384 ALPHA, OH

Position in EVR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,795,710

+$348,824 QoQ

Shares Held

8,188

-0.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#244

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

JAMES INVESTMENT RESEARCH, INC. holds $22,212,461 across 5 Capital Markets names. EVR ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	14,146	$14,306,840
2	EVR	Evercore Inc. This page	8,188	$2,795,710
3	PIPR	Piper Sandler Companies	37,536	$2,715,354
4	LPLA	LPL Financial Holdings Inc.	6,002	$1,690,643
5	HLI	Houlihan Lokey, Inc.	5,248	$703,914

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,795,710	8,188	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$2,446,886	8,197	+0.2%	Shares	Sole	2026-04-24
2025-12-31	$2,784,606	8,184	0.0%	Shares	Sole	2026-01-29
2025-09-30	$2,760,626	8,184	+20.8%	Shares	Sole	2025-10-31
2025-06-30	$1,828,845	6,773	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,352,703	6,773	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,877,407	6,773	-0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,716,125	6,774	0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,411,904	6,774	-0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,305,182	6,777	+0.0%	Shares	Sole	2024-05-01
2023-12-31	$1,158,692	6,774	0.0%	Shares	Sole	2024-02-06
2023-09-30	$933,999	6,774	0.0%	Shares	Sole	2023-10-31
2023-06-30	$837,198	6,774	0.0%	Shares	Sole	2023-08-07
2023-03-31	$781,584	6,774	-10.8%	Shares	Sole	2023-04-26
2022-12-31	$828,353	7,594	0.0%	Shares	Sole	2023-01-30
2022-09-30	$624,606	7,594	0.0%	Shares	Sole	2022-10-31
2022-06-30	$710,874	7,594	+0.3%	Shares	Sole	2022-08-01
2022-03-31	$842,581	7,569	-14.5%	Shares	Sole	2022-04-22
2021-12-31	$1,202,272	8,850	-14.5%	Shares	Sole	2022-01-28
2021-09-30	$1,383,484	10,350	0.0%	Shares	Sole	2021-10-22
2021-06-30	$1,456,969	10,350	-23.4%	Shares	Sole	2021-07-26
2021-03-31	$1,781,124	13,520	0.0%	Shares	Sole	2021-04-22
2020-12-31	$1,482,332	13,520	0.0%	Shares	Sole	2021-01-27
2020-09-30	$885,019	13,520	+143.2%	Shares	Sole	2020-10-23
2020-06-30	$327,595	5,560	+171.2%	Shares	Sole	2020-07-24
2020-03-31	$94,423	2,050	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.