EWM
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Evercore Wealth Management’s Sable Offshore Corp SOC Stock Holding History

Evercore Wealth Management’s Portfolio SOC Stock Details SOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.9K Hold
20,750
– – ﹤0.01% 424
2026
Q1 		$343K Buy
20,750
+5,000
+32% +$58.4K 0.01% 320
2025
Q4 		$142K Buy
+15,750
New +$149K ﹤0.01% 405

Other funds holding SOC

PGA
Pilgrim Global Advisors Reno, Nevada $466M AUM 46.9% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Evercore Wealth Management's SOC Position: Q2 2026 in Review

Evercore Wealth Management held its Sable Offshore Corp (SOC) position steady in Q2 2026 at 20,750 shares worth $63.9K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Evercore Wealth Management first reported a position in SOC in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 245 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

  • Evercore Wealth Management held 20,750 shares of Sable Offshore Corp worth $63.9K as of Q2 2026.
  • Evercore Wealth Management left its Sable Offshore Corp share count unchanged in Q2 2026.
  • Sable Offshore Corp made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Evercore Wealth Management first reported a position in Sable Offshore Corp in Q4 2025 and has held it in 3 quarters since.
  • Evercore Wealth Management's Sable Offshore Corp position peaked at $343K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.