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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
38,375
Value
$3.17M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WFC by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,375$3.17M<0.1%−100−0.3%ReducedHolders
Q1 202638,475$3.06M<0.1%00.0%UnchangedHolders
Q4 202538,475$3.59M0.1%00.0%UnchangedHolders
Q3 202538,475$3.22M<0.1%+1,400+3.8%AddedHolders
Q2 202537,075$2.97M<0.1%+249+0.7%AddedHolders
Q1 202536,826$2.64M<0.1%−169−0.5%ReducedHolders
Q4 202436,995$2.60M<0.1%−209−0.6%ReducedHolders
Q3 202437,204$2.10M<0.1%−350−0.9%ReducedHolders
Q2 202437,554$2.23M<0.1%−294−0.8%ReducedHolders
Q1 202437,848$2.19M<0.1%−128−0.3%ReducedHolders
Q4 202337,976$1.87M<0.1%−246−0.6%ReducedHolders
Q3 202338,222$1.56M<0.1%+262+0.7%AddedHolders
Q2 202337,960$1.62M<0.1%−1,387−3.5%ReducedHolders
Q1 202339,347$1.47M<0.1%+124+0.3%AddedHolders
Q4 202239,223$1.62M<0.1%−227−0.6%ReducedHolders
Q3 202239,450$1.59M<0.1%00.0%UnchangedHolders
Q2 202239,450$1.55M<0.1%+65+0.2%AddedHolders
Q1 202239,385$1.91M<0.1%−2,899−6.9%ReducedHolders
Q4 202142,284$2.03M<0.1%−1,938−4.4%ReducedHolders
Q3 202144,222$2.05M<0.1%−550−1.2%ReducedHolders
Q2 202144,772$2.03M<0.1%−900−2.0%ReducedHolders
Q1 202145,672$1.78M<0.1%––Holders

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