BAHL & GAYNOR INC

Position in EVR — Evercore Inc.

CIK 872259 CINCINNATI, OH

Position in EVR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$119,951,168

-$23,487,344 QoQ

Shares Held

401,833

-4.7% QoQ

Ownership

1.04%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

BAHL & GAYNOR INC holds $130,995,990 across 5 Capital Markets names. EVR ranks #1 (91.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc. This page	401,833	$119,951,168
2	MKTX	Marketaxess Holdings Inc	32,626	$5,382,637
3	MS	Morgan Stanley	15,507	$2,551,986
4	GS	Goldman Sachs Group Inc	2,918	$2,468,598
5	SCHW	Schwab Charles Corp	6,827	$641,601

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$119,951,168	401,833	-4.7%	Shares	Sole	2026-05-07
2025-12-31	$143,438,512	421,568	-5.1%	Shares	Sole	2026-02-12
2025-09-30	$149,777,501	444,022	-4.4%	Shares	Sole	2025-11-12
2025-06-30	$125,449,131	464,592	+3.8%	Shares	Sole	2025-08-12
2025-03-31	$89,381,889	447,536	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$124,380,142	448,718	+2.9%	Shares	Sole	2025-02-06
2024-09-30	$110,436,226	435,921	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$88,843,704	426,252	+0.3%	Shares	Sole	2024-08-07
2024-03-31	$81,824,557	424,864	-3.7%	Shares	Sole	2024-05-10
2023-12-31	$75,484,022	441,298	-15.2%	Shares	Sole	2024-02-02
2023-09-30	$71,728,208	520,222	+4.7%	Shares	Sole	2023-11-03
2023-06-30	$61,428,184	497,032	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$55,009,721	476,770	-4.1%	Shares	Sole	2023-05-03
2022-12-31	$54,222,685	497,091	+9.1%	Shares	Sole	2023-02-10
2022-09-30	$37,461,913	455,464	-12.3%	Shares	Sole	2022-11-14
2022-06-30	$48,600,345	519,179	+41.7%	Shares	Sole	2022-08-08
2022-03-31	$40,790,764	366,428	-6.7%	Shares	Sole	2022-05-12
2021-12-31	$53,325,471	392,532	+3.1%	Shares	Sole	2022-02-10
2021-09-30	$50,868,251	380,551	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$52,328,572	371,731	+30.1%	Shares	Sole	2021-08-06
2021-03-31	$37,649,052	285,783	-4.7%	Shares	Sole	2021-05-11
2020-12-31	$32,880,816	299,898	+4.9%	Shares	Sole	2021-02-02
2020-09-30	$18,721,755	286,003	+11.8%	Shares	Sole	2020-11-12
2020-06-30	$15,079,100	255,925	+1.0%	Shares	Sole	2020-08-13
2020-03-31	$11,674,781	253,469	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.