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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
21,909
Value
$1.32M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,909$1.32M<0.1%−1,384−5.9%ReducedHolders
Q1 202623,293$1.21M<0.1%−123−0.5%ReducedHolders
Q4 202523,416$1.25M<0.1%−1,568−6.3%ReducedHolders
Q3 202524,984$1.21M<0.1%00.0%UnchangedHolders
Q2 202524,984$1.13M<0.1%00.0%UnchangedHolders
Q1 202524,984$1.05M<0.1%−1,654−6.2%ReducedHolders
Q4 202426,638$1.27M<0.1%−147−0.5%ReducedHolders
Q3 202426,785$1.22M<0.1%−2,927−9.9%ReducedHolders
Q2 202429,712$1.18M<0.1%−1,204−3.9%ReducedHolders
Q1 202430,916$1.38M<0.1%−3,048−9.0%ReducedHolders
Q4 202333,964$1.47M<0.1%−398−1.2%ReducedHolders
Q3 202334,362$1.14M<0.1%−4,849−12.4%ReducedHolders
Q2 202339,211$1.30M<0.1%−9,711−19.8%ReducedHolders
Q1 202348,922$1.76M<0.1%−4,074−7.7%ReducedHolders
Q4 202252,996$2.31M<0.1%−2,227−4.0%ReducedHolders
Q3 202255,223$2.23M0.1%+452+0.8%AddedHolders
Q2 202254,771$2.52M0.1%−3,544−6.1%ReducedHolders
Q1 202258,315$3.10M0.1%−900−1.5%ReducedHolders
Q4 202159,215$3.33M0.1%−667−1.1%ReducedHolders
Q3 202159,882$3.56M0.1%−450−0.7%ReducedHolders
Q2 202160,332$3.44M0.1%−54−0.1%ReducedHolders
Q1 202160,386$3.34M0.1%––Holders

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