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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

BN holding history

BROOKFIELD 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.

BN overviewAll 13F holders of BNFull Q2 2026 holdings

Shares (Q2 2026)
15,037
Value
$640.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BN by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,037$640.4K<0.1%−9,710−39.2%ReducedHolders
Q1 202624,747$1.00M<0.1%−14,750−37.3%ReducedHolders
Q4 202539,497$1.81M<0.1%+13,165+50.0%AddedHolders
Q3 202526,332$1.81M<0.1%−500−1.9%ReducedHolders
Q2 202526,832$1.66M<0.1%−2,630−8.9%ReducedHolders
Q1 202529,462$1.54M<0.1%00.0%UnchangedHolders
Q4 202429,462$1.69M<0.1%−907−3.0%ReducedHolders
Q3 202430,369$1.61M<0.1%00.0%UnchangedHolders
Q2 202430,369$1.26M<0.1%00.0%UnchangedHolders
Q1 202430,369$1.27M<0.1%00.0%UnchangedHolders
Q4 202330,369$1.22M<0.1%00.0%UnchangedHolders
Q3 202330,369$949.6K<0.1%00.0%UnchangedHolders
Q2 202330,369$1.02M<0.1%00.0%UnchangedHolders
Q1 202330,369$989.7K<0.1%00.0%UnchangedHolders
Q4 202230,369$955.4K<0.1%+30,369NewHolders