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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

STT holding history

State Street Corp 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.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
3,545
Value
$601.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of STT by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,545$601.2K<0.1%00.0%UnchangedHolders
Q1 20263,545$448.7K<0.1%00.0%UnchangedHolders
Q4 20253,545$457.3K<0.1%00.0%UnchangedHolders
Q3 20253,545$411.3K<0.1%00.0%UnchangedHolders
Q2 20253,545$377.0K<0.1%−975−21.6%ReducedHolders
Q1 20254,520$404.7K<0.1%−250−5.2%ReducedHolders
Q4 20244,770$468.2K<0.1%−4,000−45.6%ReducedHolders
Q3 20248,770$775.9K<0.1%−625−6.7%ReducedHolders
Q2 20249,395$695.2K<0.1%00.0%UnchangedHolders
Q1 20249,395$726.4K<0.1%−220−2.3%ReducedHolders
Q4 20239,615$744.8K<0.1%00.0%UnchangedHolders
Q3 20239,615$643.8K<0.1%+1,000+11.6%AddedHolders
Q2 20238,615$630.4K<0.1%−1,950−18.5%ReducedHolders
Q1 202310,565$799.7K<0.1%00.0%UnchangedHolders
Q4 202210,565$819.5K<0.1%00.0%UnchangedHolders
Q3 202210,565$642.0K<0.1%00.0%UnchangedHolders
Q2 202210,565$651.0K<0.1%−775−6.8%ReducedHolders
Q1 202211,340$988.0K<0.1%−100−0.9%ReducedHolders
Q4 202111,440$1.06M<0.1%−650−5.4%ReducedHolders
Q3 202112,090$1.02M<0.1%00.0%UnchangedHolders
Q2 202112,090$995.0K<0.1%−25−0.2%ReducedHolders
Q1 202112,115$1.02M<0.1%––Holders

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