Evercore Wealth Management, LLC

Position in V — Visa Inc.

CIK 1482689 New York, NY

Position in V

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

Position Value

$11,552,526

+$1,393,939 QoQ

Shares Held

33,672

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,158

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 2% None 1%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $216,815,934 across 5 Credit Services names. V ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	389,561	$200,078,529
2	V	Visa Inc. This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,552,526	33,672	+0.2%	Shares	Defined	2026-08-14
2026-03-31	$10,158,587	33,611	-3.8%	Shares	Sole	2026-05-15
2025-12-31	$12,259,417	34,956	-1.2%	Shares	Other	2026-02-17
2025-09-30	$12,076,316	35,375	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$12,609,954	35,516	-3.5%	Shares	Other	2025-08-14
2025-03-31	$12,896,225	36,798	-2.4%	Shares	Other	2025-05-15
2024-12-31	$11,914,391	37,699	-1.6%	Shares	Sole	2025-02-14
2024-09-30	$10,532,784	38,308	-3.2%	Shares	Defined	2024-11-14
2024-06-30	$10,389,087	39,582	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$11,246,644	40,299	-4.9%	Shares	Other	2024-05-15
2023-12-31	$11,037,016	42,393	-2.0%	Shares	Defined	2024-02-14
2023-09-30	$9,946,321	43,243	-5.5%	Shares	Other	2023-11-14
2023-06-30	$10,861,385	45,736	-1.4%	Shares	Sole	2023-08-04
2023-03-31	$10,458,412	46,387	-0.8%	Shares	Sole	2023-05-15
2022-12-31	$9,715,687	46,764	+2.9%	Shares	Sole	2023-02-14
2022-09-30	$8,072,593	45,441	-1.7%	Shares	Defined	2022-11-14
2022-06-30	$9,097,695	46,207	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$10,255,974	46,246	+31.4%	Shares	Sole	2022-05-16
2021-12-31	$7,626,674	35,193	-1.3%	Shares	Defined	2022-02-14
2021-09-30	$7,944,600	35,666	-3.6%	Shares	Other	2021-11-15
2021-06-30	$8,650,169	36,995	-0.6%	Shares	Other	2021-08-16
2021-03-31	$7,880,166	37,218	-1.2%	Shares	Defined	2021-05-17
2020-12-31	$8,241,088	37,677	+11.2%	Shares	Defined	2021-02-16
2020-09-30	$6,773,583	33,873	+2.3%	Shares	Defined	2020-11-16
2020-06-30	$6,393,346	33,097	+9.6%	Shares	Defined	2020-08-13
2020-03-31	$4,865,017	30,195	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.