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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

TFC holding history

Truist Financial 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
10,943
Value
$545.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,943$545.2K<0.1%+220+2.1%AddedHolders
Q1 202610,723$492.9K<0.1%−1,155−9.7%ReducedHolders
Q4 202511,878$584.5K<0.1%−90−0.8%ReducedHolders
Q3 202511,968$547.2K<0.1%−520−4.2%ReducedHolders
Q2 202512,488$536.9K<0.1%−125−1.0%ReducedHolders
Q1 202512,613$519.0K<0.1%+10+0.1%AddedHolders
Q4 202412,603$546.7K<0.1%00.0%UnchangedHolders
Q3 202412,603$539.0K<0.1%−1,945−13.4%ReducedHolders
Q2 202414,548$565.2K<0.1%+300+2.1%AddedHolders
Q1 202414,248$555.4K<0.1%+1,190+9.1%AddedHolders
Q4 202313,058$482.1K<0.1%−1,954−13.0%ReducedHolders
Q3 202315,012$429.5K<0.1%+725+5.1%AddedHolders
Q2 202314,287$433.6K<0.1%+4,493+45.9%AddedHolders
Q1 20239,794$334.0K<0.1%+4,031+69.9%AddedHolders
Q4 20225,763$248.0K<0.1%−17−0.3%ReducedHolders
Q3 20225,780$252.0K<0.1%+200+3.6%AddedHolders
Q2 20225,580$265.0K<0.1%00.0%UnchangedHolders
Q1 20225,580$317.0K<0.1%00.0%UnchangedHolders
Q4 20215,580$326.0K<0.1%00.0%UnchangedHolders
Q3 20215,580$327.0K<0.1%−22−0.4%ReducedHolders
Q2 20215,602$311.0K<0.1%−12,430−68.9%ReducedHolders
Q1 202118,032$1.05M<0.1%––Holders

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