Evercore Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1482689
New York, NY
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,669,170
+$365,051 QoQ
Shares Held
46,844
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,296
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 1%
None 8%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $177,521,176 across 6 Banks - Diversified names. BAC ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
519,610 | $170,083,940 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,375 | $3,171,309 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
46,844 | $2,669,170 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,313 | $768,312 | |
| 5 | C |
Citigroup Inc
|
4,328 | $605,746 | |
| 6 | RY |
Royal Bank Of Canada
|
1,076 | $222,699 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669,170 | 46,844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,304,119 | 47,264 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,775,245 | 50,459 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,647,288 | 51,314 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,319,814 | 49,024 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,075,875 | 73,709 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,816,529 | 86,838 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,488,585 | 87,918 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,526,881 | 88,682 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,127,602 | 82,479 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,991,777 | 177,956 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,124,877 | 187,176 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,540,640 | 193,121 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,456,907 | 190,801 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,639,068 | 200,455 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,084,894 | 168,374 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,681,318 | 182,503 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,952,615 | 192,931 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,632,305 | 194,028 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,586,020 | 202,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,668,112 | 210,238 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,133,374 | 261,912 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,609,369 | 53,097 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,465,490 | 60,834 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,477,439 | 62,208 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,428,820 | 67,302 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||