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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

SSNC holding history

SS&C Technologies Holdings 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.

SSNC overviewAll 13F holders of SSNCFull Q2 2026 holdings

Shares (Q2 2026)
4,410
Value
$273.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SSNC by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,410$273.6K<0.1%00.0%UnchangedHolders
Q1 20264,410$298.0K<0.1%00.0%UnchangedHolders
Q4 20254,410$385.5K<0.1%00.0%UnchangedHolders
Q3 20254,410$391.4K<0.1%00.0%UnchangedHolders
Q2 20254,410$365.1K<0.1%−50−1.1%ReducedHolders
Q1 20254,460$372.5K<0.1%00.0%UnchangedHolders
Q4 20244,460$338.0K<0.1%00.0%UnchangedHolders
Q3 20244,460$331.0K<0.1%00.0%UnchangedHolders
Q2 20244,460$279.5K<0.1%00.0%UnchangedHolders
Q1 20244,460$287.1K<0.1%−20−0.4%ReducedHolders
Q4 20234,480$273.8K<0.1%−2,890−39.2%ReducedHolders
Q3 20237,370$387.2K<0.1%−499,915−98.5%ReducedHolders
Q2 2023507,285$30.7M0.6%−93,768−15.6%ReducedHolders
Q1 2023601,053$33.9M0.7%−89,647−13.0%ReducedHolders
Q4 2022690,700$36.0M0.8%−190,023−21.6%ReducedHolders
Q3 2022880,723$42.1M0.9%−241,299−21.5%ReducedHolders
Q2 20221,122,022$65.2M1.4%−24,505−2.1%ReducedHolders
Q1 20221,146,527$86.0M1.5%+800.0%AddedHolders
Q4 20211,146,447$94.0M1.5%+8,935+0.8%AddedHolders
Q3 20211,137,512$78.9M1.4%+709+0.1%AddedHolders
Q2 20211,136,803$81.9M1.5%+45,829+4.2%AddedHolders
Q1 20211,090,974$76.2M1.5%––Holders

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