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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
4,328
Value
$605.7K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of C by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,328$605.7K<0.1%−48−1.1%ReducedHolders
Q1 20264,376$496.3K<0.1%−50−1.1%ReducedHolders
Q4 20254,426$516.5K<0.1%00.0%UnchangedHolders
Q3 20254,426$449.2K<0.1%+48+1.1%AddedHolders
Q2 20254,378$372.7K<0.1%00.0%UnchangedHolders
Q1 20254,378$310.8K<0.1%−285−6.1%ReducedHolders
Q4 20244,663$328.2K<0.1%00.0%UnchangedHolders
Q3 20244,663$291.9K<0.1%−1,252−21.2%ReducedHolders
Q2 20245,915$375.4K<0.1%+1,419+31.6%AddedHolders
Q1 20244,496$284.3K<0.1%−657−12.7%ReducedHolders
Q4 20235,153$265.1K<0.1%+5,153NewHolders
Q2 20230$00.0%−4,560−100.0%Sold outHolders
Q1 20234,560$213.8K<0.1%+4,560NewHolders
Q4 20220$00.0%−7,414−100.0%Sold outHolders
Q3 20227,414$309.0K<0.1%−2,300−23.7%ReducedHolders
Q2 20229,714$447.0K<0.1%−724−6.9%ReducedHolders
Q1 202210,438$557.0K<0.1%−300−2.8%ReducedHolders
Q4 202110,738$649.0K<0.1%−67−0.6%ReducedHolders
Q3 202110,805$758.0K<0.1%−221−2.0%ReducedHolders
Q2 202111,026$780.0K<0.1%−1,122−9.2%ReducedHolders
Q1 202112,148$884.0K<0.1%––Holders

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