Evercore Wealth Management, LLC

Position in COLB — Columbia Banking System, Inc.

CIK 1482689 New York, NY

Position in COLB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$277,136

+$39,949 QoQ

Shares Held

8,647

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#368

of 550 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $4,498,312 across 5 Banks - Regional names. COLB ranks #5 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	7,860	$1,935,288
2	USB	US Bancorp De	21,909	$1,323,303
3	TFC	Truist Financial Corp	10,943	$545,179
4	WBS	Webster Financial Corp	5,462	$417,406
5	COLB	Columbia Banking System, Inc. This page	8,647	$277,136

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,136	8,647	0.0%	Shares	Sole	2026-08-14
2026-03-31	$237,187	8,647	0.0%	Shares	Sole	2026-05-15
2025-12-31	$241,683	8,647	0.0%	Shares	Sole	2026-02-17
2025-09-30	$222,573	8,647	0.0%	Shares	Sole	2025-11-14
2025-06-30	$202,166	8,647	0.0%	Shares	Sole	2025-08-14
2025-03-31	$215,656	8,647	0.0%	Shares	Sole	2025-05-15
2024-12-31	$233,555	8,647	0.0%	Shares	Sole	2025-02-14
2024-09-30	$225,773	8,647	0.0%	Shares	Sole	2024-11-14
2023-12-31	$230,701	8,647	0.0%	Shares	Sole	2024-02-14
2022-12-31	$260,534	8,647	0.0%	Shares	Sole	2023-02-14
2022-09-30	$249,811	8,647	0.0%	Shares	Sole	2022-11-14
2022-06-30	$247,736	8,647	0.0%	Shares	Sole	2022-08-15
2022-03-31	$279,038	8,647	0.0%	Shares	Sole	2022-05-16
2021-12-31	$282,929	8,647	0.0%	Shares	Sole	2022-02-14
2021-09-30	$328,499	8,647	0.0%	Shares	Sole	2021-11-15
2021-06-30	$333,428	8,647	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$373,159	8,660	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$310,427	8,647	0.0%	Shares	Sole	2021-02-16
2020-09-30	$206,230	8,647	0.0%	Shares	Sole	2020-11-16
2020-06-30	$245,142	8,647	0.0%	Shares	Sole	2020-08-13
2020-03-31	$231,739	8,647	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.