Evercore Wealth Management, LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1482689
New York, NY
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$768,312
+$138,031 QoQ
Shares Held
5,313
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,021
of 1,868 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BNY 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. BNY ranks #4 (0.4% 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/
|
46,844 | $2,669,170 | |
| 4 | BNY |
Bank of New York Mellon Corp
This page
|
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 BNY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,312 | 5,313 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $630,281 | 5,313 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $616,786 | 5,313 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $578,904 | 5,313 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $356,513 | 3,913 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $328,183 | 3,913 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $300,635 | 3,913 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $281,188 | 3,913 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $234,349 | 3,913 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $225,467 | 3,913 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $203,671 | 3,913 | Shares | Defined | 2024-02-14 | |
| 2021-03-31 | $223,256 | 4,721 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $201,868 | 5,223 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||