Evercore Wealth Management, LLC

Position in USB — US Bancorp De

CIK 1482689 New York, NY

Position in USB

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

Position Value

$1,323,303

+$111,835 QoQ

Shares Held

21,909

-5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#872

of 2,044 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $4,498,312 across 5 Banks - Regional names. USB ranks #2 (29.4% 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 This page	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	$1,323,303	21,909	-5.9%	Shares	Sole	2026-08-14
2026-03-31	$1,211,468	23,293	-0.5%	Shares	Defined	2026-05-15
2025-12-31	$1,249,477	23,416	-6.3%	Shares	Sole	2026-02-17
2025-09-30	$1,207,476	24,984	0.0%	Shares	Defined	2025-11-14
2025-06-30	$1,130,526	24,984	0.0%	Shares	Defined	2025-08-14
2025-03-31	$1,054,823	24,984	-6.2%	Shares	Sole	2025-05-15
2024-12-31	$1,274,095	26,638	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$1,224,877	26,785	-9.9%	Shares	Defined	2024-11-14
2024-06-30	$1,179,566	29,712	-3.9%	Shares	Sole	2024-08-14
2024-03-31	$1,381,945	30,916	-9.0%	Shares	Sole	2024-05-15
2023-12-31	$1,469,961	33,964	-1.2%	Shares	Defined	2024-02-14
2023-09-30	$1,136,007	34,362	-12.4%	Shares	Defined	2023-11-14
2023-06-30	$1,295,531	39,211	-19.8%	Shares	Defined	2023-08-04
2023-03-31	$1,763,637	48,922	-7.7%	Shares	Sole	2023-05-15
2022-12-31	$2,311,155	52,996	-4.0%	Shares	Defined	2023-02-14
2022-09-30	$2,226,591	55,223	+0.8%	Shares	Defined	2022-11-14
2022-06-30	$2,520,560	54,771	-6.1%	Shares	Sole	2022-08-15
2022-03-31	$3,099,441	58,315	-1.5%	Shares	Sole	2022-05-16
2021-12-31	$3,326,105	59,215	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$3,559,385	59,882	-0.7%	Shares	Defined	2021-11-15
2021-06-30	$3,437,113	60,332	-0.1%	Shares	Defined	2021-08-16
2021-03-31	$3,339,949	60,386	-23.7%	Shares	Defined	2021-05-17
2020-12-31	$3,689,322	79,187	+39.4%	Shares	Defined	2021-02-16
2020-09-30	$2,035,956	56,791	-9.4%	Shares	Sole	2020-11-16
2020-06-30	$2,307,803	62,678	-26.0%	Shares	Sole	2020-08-13
2020-03-31	$2,919,705	84,752	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.