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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

FIS holding history

Fidelity National Information Services, 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.

FIS overviewAll 13F holders of FISFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of FIS by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−5,170−100.0%Sold outHolders
Q2 20225,170$474.0K<0.1%−18,219−77.9%ReducedHolders
Q1 202223,389$2.35M<0.1%−235,983−91.0%ReducedHolders
Q4 2021259,372$28.3M0.5%−231,036−47.1%ReducedHolders
Q3 2021490,408$59.7M1.1%+21,416+4.6%AddedHolders
Q2 2021468,992$66.4M1.2%+52,842+12.7%AddedHolders
Q1 2021416,150$58.5M1.2%––Holders

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