Evercore Wealth Management, LLC

Position in WBS — Webster Financial Corp

CIK 1482689 New York, NY

Position in WBS

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

Position Value

$417,406

-$14,525 QoQ

Shares Held

5,462

-12.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#323

of 536 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $4,498,312 across 5 Banks - Regional names. WBS ranks #4 (9.3% 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\	21,909	$1,323,303
3	TFC	Truist Financial Corp	10,943	$545,179
4	WBS	Webster Financial Corp This page	5,462	$417,406
5	COLB	Columbia Banking System, Inc.	8,647	$277,136

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,406	5,462	-12.2%	Shares	Sole	2026-08-14
2026-03-31	$431,931	6,222	-0.0%	Shares	Sole	2026-05-15
2025-12-31	$391,737	6,224	+12.3%	Shares	Defined	2026-02-17
2025-09-30	$329,534	5,544	-9.4%	Shares	Other	2025-11-14
2025-06-30	$334,042	6,118	-23.0%	Shares	Other	2025-08-14
2025-03-31	$409,616	7,946	0.0%	Shares	Other	2025-05-15
2024-12-31	$438,777	7,946	0.0%	Shares	Sole	2025-02-14
2024-09-30	$370,362	7,946	0.0%	Shares	Other	2024-11-14
2024-06-30	$346,365	7,946	0.0%	Shares	Sole	2024-08-14
2024-03-31	$403,417	7,946	0.0%	Shares	Other	2024-05-15
2023-12-31	$403,338	7,946	-66.4%	Shares	Sole	2024-02-14
2022-09-30	$1,067,442	23,616	-9.6%	Shares	Sole	2022-11-14
2022-06-30	$1,100,789	26,116	+117.9%	Shares	Other	2022-08-15
2022-03-31	$672,710	11,987	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.