Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

AFL holding history

Aflac Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overview All 13F holders of AFL Full Q2 2026 holdings

Shares (Q2 2026): 26,294
Value: $3.08M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of AFL by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,294	$3.08M	<0.1%	+38+0.1%	Added	Holders
Q1 2026	26,256	$2.88M	<0.1%	−300−1.1%	Reduced	Holders
Q4 2025	26,556	$2.93M	<0.1%	00.0%	Unchanged	Holders
Q3 2025	26,556	$2.97M	<0.1%	−50−0.2%	Reduced	Holders
Q2 2025	26,606	$2.81M	<0.1%	−10,875−29.0%	Reduced	Holders
Q1 2025	37,481	$4.17M	0.1%	−1,693−4.3%	Reduced	Holders
Q4 2024	39,174	$4.05M	0.1%	00.0%	Unchanged	Holders
Q3 2024	39,174	$4.38M	0.1%	−975−2.4%	Reduced	Holders
Q2 2024	40,149	$3.59M	0.1%	00.0%	Unchanged	Holders
Q1 2024	40,149	$3.45M	0.1%	−680−1.7%	Reduced	Holders
Q4 2023	40,829	$3.37M	0.1%	−2,786−6.4%	Reduced	Holders
Q3 2023	43,615	$3.35M	0.1%	−1,957−4.3%	Reduced	Holders
Q2 2023	45,572	$3.18M	0.1%	+556+1.2%	Added	Holders
Q1 2023	45,016	$2.90M	0.1%	−150−0.3%	Reduced	Holders
Q4 2022	45,166	$3.25M	0.1%	−40−0.1%	Reduced	Holders
Q3 2022	45,206	$2.54M	0.1%	00.0%	Unchanged	Holders
Q2 2022	45,206	$2.50M	0.1%	−1,642−3.5%	Reduced	Holders
Q1 2022	46,848	$3.02M	0.1%	−354−0.7%	Reduced	Holders
Q4 2021	47,202	$2.76M	<0.1%	−2,875−5.7%	Reduced	Holders
Q3 2021	50,077	$2.61M	<0.1%	00.0%	Unchanged	Holders
Q2 2021	50,077	$2.69M	<0.1%	+3,404+7.3%	Added	Holders
Q1 2021	46,673	$2.39M	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.