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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

COLB holding history

Columbia Banking System, 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.

COLB overviewAll 13F holders of COLBFull Q2 2026 holdings

Shares (Q2 2026)
8,647
Value
$277.1K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of COLB by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,647$277.1K<0.1%00.0%UnchangedHolders
Q1 20268,647$237.2K<0.1%00.0%UnchangedHolders
Q4 20258,647$241.7K<0.1%00.0%UnchangedHolders
Q3 20258,647$222.6K<0.1%00.0%UnchangedHolders
Q2 20258,647$202.2K<0.1%00.0%UnchangedHolders
Q1 20258,647$215.7K<0.1%00.0%UnchangedHolders
Q4 20248,647$233.6K<0.1%00.0%UnchangedHolders
Q3 20248,647$225.8K<0.1%+8,647NewHolders
Q1 20240$00.0%−8,647−100.0%Sold outHolders
Q4 20238,647$230.7K<0.1%+8,647NewHolders
Q1 20230$00.0%−8,647−100.0%Sold outHolders
Q4 20228,647$260.5K<0.1%00.0%UnchangedHolders
Q3 20228,647$250.0K<0.1%00.0%UnchangedHolders
Q2 20228,647$248.0K<0.1%00.0%UnchangedHolders
Q1 20228,647$279.0K<0.1%00.0%UnchangedHolders
Q4 20218,647$283.0K<0.1%00.0%UnchangedHolders
Q3 20218,647$328.0K<0.1%00.0%UnchangedHolders
Q2 20218,647$333.0K<0.1%−13−0.2%ReducedHolders
Q1 20218,660$373.0K<0.1%––Holders

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