Evercore Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1482689 New York, NY

Back to MA Full portfolio

Position in MA

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

Position Value

$200,078,529

+$4,180,832 QoQ

Shares Held

389,561

-0.6% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

3.15%

of 13F equity value

Holder Rank

#207

of 3,555 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 4% None 3%

Common Shares in MA Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $216,815,934 across 5 Credit Services names. MA ranks #1 (92.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	389,561	$200,078,529
2	V	Visa Inc.	33,672	$11,552,526
3	AXP	American Express Co	12,645	$4,277,170
4	COF	Capital One Financial Corp	3,362	$674,484
5	ECPG	Encore Capital Group Inc	2,500	$233,225

All Filings in MA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,078,529	389,561	-0.6%	Shares	Defined	2026-08-14
2026-03-31	$195,897,697	392,062	-1.8%	Shares	Defined	2026-05-15
2025-12-31	$227,883,306	399,179	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$230,667,811	405,527	-1.7%	Shares	Defined	2025-11-14
2025-06-30	$231,754,169	412,418	-2.1%	Shares	Other	2025-08-14
2025-03-31	$230,806,753	421,088	-3.6%	Shares	Other	2025-05-15
2024-12-31	$230,055,799	436,895	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$216,684,871	438,811	-1.0%	Shares	Other	2024-11-14
2024-06-30	$195,500,935	443,152	-1.2%	Shares	Defined	2024-08-14
2024-03-31	$216,062,640	448,663	-0.4%	Shares	Sole	2024-05-15
2023-12-31	$192,180,713	450,589	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$178,785,828	451,582	-0.7%	Shares	Defined	2023-11-14
2023-06-30	$178,918,069	454,915	+0.0%	Shares	Other	2023-08-04
2023-03-31	$165,238,892	454,690	-1.2%	Shares	Defined	2023-05-15
2022-12-31	$160,034,734	460,227	-0.5%	Shares	Defined	2023-02-14
2022-09-30	$131,460,901	462,337	+0.2%	Shares	Other	2022-11-14
2022-06-30	$145,547,959	461,354	-1.7%	Shares	Sole	2022-08-15
2022-03-31	$167,690,200	469,221	+2.2%	Shares	Defined	2022-05-16
2021-12-31	$164,954,109	459,073	+0.6%	Shares	Defined	2022-02-14
2021-09-30	$158,670,025	456,368	-0.6%	Shares	Sole	2021-11-15
2021-06-30	$167,662,104	459,235	-0.3%	Shares	Other	2021-08-16
2021-03-31	$163,999,477	460,608	-0.8%	Shares	Defined	2021-05-17
2020-12-31	$165,685,478	464,183	-0.1%	Shares	Sole	2021-02-16
2020-09-30	$157,079,625	464,499	-0.7%	Shares	Defined	2020-11-16
2020-06-30	$138,333,486	467,817	-1.4%	Shares	Defined	2020-08-13
2020-03-31	$114,658,144	474,657	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.