Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 33,672
Value: $11.6M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of V by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,672	$11.6M	0.2%	+61+0.2%	Added	Holders
Q1 2026	33,611	$10.2M	0.2%	−1,345−3.8%	Reduced	Holders
Q4 2025	34,956	$12.3M	0.2%	−419−1.2%	Reduced	Holders
Q3 2025	35,375	$12.1M	0.2%	−141−0.4%	Reduced	Holders
Q2 2025	35,516	$12.6M	0.2%	−1,282−3.5%	Reduced	Holders
Q1 2025	36,798	$12.9M	0.2%	−901−2.4%	Reduced	Holders
Q4 2024	37,699	$11.9M	0.2%	−609−1.6%	Reduced	Holders
Q3 2024	38,308	$10.5M	0.2%	−1,274−3.2%	Reduced	Holders
Q2 2024	39,582	$10.4M	0.2%	−717−1.8%	Reduced	Holders
Q1 2024	40,299	$11.2M	0.2%	−2,094−4.9%	Reduced	Holders
Q4 2023	42,393	$11.0M	0.2%	−850−2.0%	Reduced	Holders
Q3 2023	43,243	$9.95M	0.2%	−2,493−5.5%	Reduced	Holders
Q2 2023	45,736	$10.9M	0.2%	−651−1.4%	Reduced	Holders
Q1 2023	46,387	$10.5M	0.2%	−377−0.8%	Reduced	Holders
Q4 2022	46,764	$9.72M	0.2%	+1,323+2.9%	Added	Holders
Q3 2022	45,441	$8.07M	0.2%	−766−1.7%	Reduced	Holders
Q2 2022	46,207	$9.10M	0.2%	−39−0.1%	Reduced	Holders
Q1 2022	46,246	$10.3M	0.2%	+11,053+31.4%	Added	Holders
Q4 2021	35,193	$7.63M	0.1%	−473−1.3%	Reduced	Holders
Q3 2021	35,666	$7.94M	0.1%	−1,329−3.6%	Reduced	Holders
Q2 2021	36,995	$8.65M	0.2%	−223−0.6%	Reduced	Holders
Q1 2021	37,218	$7.88M	0.2%	–	–	Holders

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