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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp 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.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
46,844
Value
$2.67M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,844$2.67M<0.1%−420−0.9%ReducedHolders
Q1 202647,264$2.30M<0.1%−3,195−6.3%ReducedHolders
Q4 202550,459$2.78M<0.1%−855−1.7%ReducedHolders
Q3 202551,314$2.65M<0.1%+2,290+4.7%AddedHolders
Q2 202549,024$2.32M<0.1%−24,685−33.5%ReducedHolders
Q1 202573,709$3.08M<0.1%−13,129−15.1%ReducedHolders
Q4 202486,838$3.82M0.1%−1,080−1.2%ReducedHolders
Q3 202487,918$3.49M0.1%−764−0.9%ReducedHolders
Q2 202488,682$3.53M0.1%+6,203+7.5%AddedHolders
Q1 202482,479$3.13M<0.1%−95,477−53.7%ReducedHolders
Q4 2023177,956$5.99M0.1%−9,220−4.9%ReducedHolders
Q3 2023187,176$5.12M0.1%−5,945−3.1%ReducedHolders
Q2 2023193,121$5.54M0.1%+2,320+1.2%AddedHolders
Q1 2023190,801$5.46M0.1%−9,654−4.8%ReducedHolders
Q4 2022200,455$6.64M0.1%+32,081+19.1%AddedHolders
Q3 2022168,374$5.08M0.1%−14,129−7.7%ReducedHolders
Q2 2022182,503$5.68M0.1%−10,428−5.4%ReducedHolders
Q1 2022192,931$7.95M0.1%−1,097−0.6%ReducedHolders
Q4 2021194,028$8.63M0.1%−8,234−4.1%ReducedHolders
Q3 2021202,262$8.59M0.2%−7,976−3.8%ReducedHolders
Q2 2021210,238$8.67M0.2%−51,674−19.7%ReducedHolders
Q1 2021261,912$10.1M0.2%––Holders

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