Position in C
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$605,746
+$109,465 QoQ
Shares Held
4,328
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,611
of 2,621 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C 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. C ranks #5 (0.3% 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
|
5,313 | $768,312 | |
| 5 | C |
Citigroup Inc
This page
|
4,328 | $605,746 | |
| 6 | RY |
Royal Bank Of Canada
|
1,076 | $222,699 |
All Filings in C
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,746 | 4,328 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $496,281 | 4,376 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $516,469 | 4,426 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $449,239 | 4,426 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $372,655 | 4,378 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $310,794 | 4,378 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $328,228 | 4,663 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $291,903 | 4,663 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $375,365 | 5,915 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $284,327 | 4,496 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $265,070 | 5,153 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $213,818 | 4,560 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $308,941 | 7,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $446,746 | 9,714 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $557,388 | 10,438 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $648,467 | 10,738 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $758,294 | 10,805 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $780,089 | 11,026 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $883,766 | 12,148 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $730,855 | 11,853 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $502,747 | 11,662 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $664,248 | 12,999 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,271,264 | 30,182 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||