Evercore Wealth Management, LLC

Position in PNC — Pnc Financial Services Group, Inc.

CIK 1482689 New York, NY

Position in PNC

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

Position Value

$1,935,288

+$295,540 QoQ

Shares Held

7,860

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#743

of 2,018 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $4,498,312 across 5 Banks - Regional names. PNC ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc. This page	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.	8,647	$277,136

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,935,288	7,860	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$1,639,748	7,880	-3.1%	Shares	Defined	2026-05-15
2025-12-31	$1,697,391	8,132	0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,633,962	8,132	0.0%	Shares	Defined	2025-11-14
2025-06-30	$1,515,967	8,132	0.0%	Shares	Defined	2025-08-14
2025-03-31	$1,429,360	8,132	-4.7%	Shares	Defined	2025-05-15
2024-12-31	$1,645,396	8,532	+1.8%	Shares	Sole	2025-02-14
2024-09-30	$1,549,042	8,380	+3.4%	Shares	Defined	2024-11-14
2024-06-30	$1,260,009	8,104	-4.6%	Shares	Defined	2024-08-14
2024-03-31	$1,372,306	8,492	-3.8%	Shares	Defined	2024-05-15
2023-12-31	$1,366,241	8,823	-6.1%	Shares	Defined	2024-02-14
2023-09-30	$1,153,791	9,398	+2.3%	Shares	Defined	2023-11-14
2023-06-30	$1,156,598	9,183	-0.4%	Shares	Sole	2023-08-04
2023-03-31	$1,172,115	9,222	-0.2%	Shares	Defined	2023-05-15
2022-12-31	$1,459,206	9,239	+1.6%	Shares	Sole	2023-02-14
2022-09-30	$1,358,825	9,094	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$1,397,683	8,859	-0.5%	Shares	Defined	2022-08-15
2022-03-31	$1,642,895	8,907	0.0%	Shares	Defined	2022-05-16
2021-12-31	$1,786,030	8,907	-4.3%	Shares	Sole	2022-02-14
2021-09-30	$1,820,821	9,307	-1.1%	Shares	Defined	2021-11-15
2021-06-30	$1,795,241	9,411	-1.7%	Shares	Defined	2021-08-16
2021-03-31	$1,679,024	9,572	-6.8%	Shares	Defined	2021-05-17
2020-12-31	$1,530,379	10,271	-3.6%	Shares	Defined	2021-02-16
2020-09-30	$1,171,310	10,657	-4.5%	Shares	Defined	2020-11-16
2020-06-30	$1,174,248	11,161	-13.8%	Shares	Defined	2020-08-13
2020-03-31	$1,239,382	12,948	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.