Evercore Wealth Management, LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1482689 New York, NY

Position in WFC

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

Position Value

$3,171,309

+$108,316 QoQ

Shares Held

38,375

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#820

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $177,521,176 across 6 Banks - Diversified names. WFC ranks #2 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	519,610	$170,083,940
2	WFC	Wells Fargo & Company/Mn This page	38,375	$3,171,309
3	BAC	Bank Of America Corp /De/	46,844	$2,669,170
4	BNY	Bank of New York Mellon Corp	5,313	$768,312
5	C	Citigroup Inc	4,328	$605,746
6	RY	Royal Bank Of Canada	1,076	$222,699

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,171,309	38,375	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$3,062,993	38,475	0.0%	Shares	Defined	2026-05-15
2025-12-31	$3,585,870	38,475	0.0%	Shares	Defined	2026-02-17
2025-09-30	$3,224,973	38,475	+3.8%	Shares	Sole	2025-11-14
2025-06-30	$2,970,448	37,075	+0.7%	Shares	Defined	2025-08-14
2025-03-31	$2,643,738	36,826	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$2,598,528	36,995	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$2,101,653	37,204	-0.9%	Shares	Defined	2024-11-14
2024-06-30	$2,230,332	37,554	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$2,193,669	37,848	-0.3%	Shares	Defined	2024-05-15
2023-12-31	$1,869,177	37,976	-0.6%	Shares	Defined	2024-02-14
2023-09-30	$1,561,750	38,222	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$1,620,132	37,960	-3.5%	Shares	Sole	2023-08-04
2023-03-31	$1,470,790	39,347	+0.3%	Shares	Defined	2023-05-15
2022-12-31	$1,619,517	39,223	-0.6%	Shares	Sole	2023-02-14
2022-09-30	$1,586,678	39,450	0.0%	Shares	Defined	2022-11-14
2022-06-30	$1,545,256	39,450	+0.2%	Shares	Defined	2022-08-15
2022-03-31	$1,908,596	39,385	-6.9%	Shares	Defined	2022-05-16
2021-12-31	$2,028,786	42,284	-4.4%	Shares	Sole	2022-02-14
2021-09-30	$2,052,342	44,222	-1.2%	Shares	Defined	2021-11-15
2021-06-30	$2,027,723	44,772	-2.0%	Shares	Defined	2021-08-16
2021-03-31	$1,784,404	45,672	-19.0%	Shares	Defined	2021-05-17
2020-12-31	$1,700,762	56,354	-24.5%	Shares	Defined	2021-02-16
2020-09-30	$1,754,432	74,625	-5.8%	Shares	Sole	2020-11-16
2020-06-30	$2,027,161	79,186	-11.2%	Shares	Sole	2020-08-13
2020-03-31	$2,558,116	89,133	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.