Evercore Wealth Management, LLC
Position in GAM — General American Investors Co Inc
CIK 1482689
New York, NY
Position in GAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,203
+$5,102 QoQ
Shares Held
3,313
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 106 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $321,397,391 across 13 Asset Management names. GAM ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,349,169 | $158,756,715 | |
| 2 | BLK |
BlackRock, Inc.
|
105,813 | $101,745,547 | |
| 3 | ARCC |
Ares Capital Corp
|
3,007,303 | $55,725,323 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
50,297 | $1,192,541 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $809,044 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
15,037 | $640,425 | |
| 7 | STT |
State Street Corp
|
3,545 | $601,232 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
49,800 | $541,326 |
All Filings in GAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,203 | 3,313 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $206,101 | 3,313 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||