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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

PAYX holding history

Paychex 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.

PAYX overviewAll 13F holders of PAYXFull Q2 2026 holdings

Shares (Q2 2026)
7,541
Value
$741.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAYX by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,541$741.5K<0.1%−923−10.9%ReducedHolders
Q1 20268,464$779.7K<0.1%−227−2.6%ReducedHolders
Q4 20258,691$975.0K<0.1%−342−3.8%ReducedHolders
Q3 20259,033$1.15M<0.1%+25+0.3%AddedHolders
Q2 20259,008$1.31M<0.1%−50−0.6%ReducedHolders
Q1 20259,058$1.40M<0.1%−20−0.2%ReducedHolders
Q4 20249,078$1.27M<0.1%00.0%UnchangedHolders
Q3 20249,078$1.22M<0.1%−93−1.0%ReducedHolders
Q2 20249,171$1.09M<0.1%−68−0.7%ReducedHolders
Q1 20249,239$1.13M<0.1%−747−7.5%ReducedHolders
Q4 20239,986$1.19M<0.1%−219−2.1%ReducedHolders
Q3 202310,205$1.18M<0.1%+45+0.4%AddedHolders
Q2 202310,160$1.14M<0.1%−225−2.2%ReducedHolders
Q1 202310,385$1.19M<0.1%−75−0.7%ReducedHolders
Q4 202210,460$1.21M<0.1%−134−1.3%ReducedHolders
Q3 202210,594$1.19M<0.1%−1,806−14.6%ReducedHolders
Q2 202212,400$1.41M<0.1%−328−2.6%ReducedHolders
Q1 202212,728$1.74M<0.1%+1,898+17.5%AddedHolders
Q4 202110,830$1.48M<0.1%−50−0.5%ReducedHolders
Q3 202110,880$1.22M<0.1%00.0%UnchangedHolders
Q2 202110,880$1.17M<0.1%−42−0.4%ReducedHolders
Q1 202110,922$1.07M<0.1%––Holders

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