Evercore Wealth Management’s State Street STT Stock Holding History

Evercore Wealth Management’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$449K	Hold	3,545	–	–	0.01%	293
2025 Q4	$457K	Hold	3,545	–	–	0.01%	299
2025 Q3	$411K	Hold	3,545	–	–	0.01%	313
2025 Q2	$377K	Sell	3,545 -975	-22%	-$90.2K	0.01%	311
2025 Q1	$405K	Sell	4,520 -250	-5%	-$23.9K	0.01%	302
2024 Q4	$468K	Sell	4,770 -4,000	-46%	-$379K	0.01%	284
2024 Q3	$776K	Sell	8,770 -625	-7%	-$51.5K	0.01%	241
2024 Q2	$695K	Hold	9,395	–	–	0.01%	244
2024 Q1	$726K	Sell	9,395 -220	-2%	-$16.3K	0.01%	245
2023 Q4	$745K	Hold	9,615	–	–	0.01%	241
2023 Q3	$644K	Buy	9,615 +1,000	+12%	+$70.5K	0.01%	242
2023 Q2	$630K	Sell	8,615 -1,950	-18%	-$140K	0.01%	248
2023 Q1	$800K	Hold	10,565	–	–	0.02%	230
2022 Q4	$820K	Hold	10,565	–	–	0.02%	227
2022 Q3	$642K	Hold	10,565	–	–	0.01%	236
2022 Q2	$651K	Sell	10,565 -775	-7%	-$54.8K	0.01%	245
2022 Q1	$988K	Sell	11,340 -100	-0.9%	-$9.26K	0.02%	225
2021 Q4	$1.06M	Sell	11,440 -650	-5%	-$61.3K	0.02%	220
2021 Q3	$1.02M	Hold	12,090	–	–	0.02%	217
2021 Q2	$995K	Sell	12,090 -25	-0.2%	-$2.11K	0.02%	226
2021 Q1	$1.02M	Buy	12,115 +9	+0.1%	+$697	0.02%	221
2020 Q4	$881K	Sell	12,106 -4	-0%	-$272	0.02%	230
2020 Q3	$718K	Sell	12,110 -1,030	-8%	-$66.9K	0.02%	228
2020 Q2	$835K	Sell	13,140 -5,609	-30%	-$339K	0.02%	209
2020 Q1	$999K	Sell	18,749 -282	-1%	-$19.6K	0.03%	180
2019 Q4	$1.5M	Sell	19,031 -1,360	-7%	-$95.7K	0.04%	177
2019 Q3	$1.21M	Sell	20,391 -2,621	-11%	-$145K	0.04%	186
2019 Q2	$1.29M	Sell	23,012 -887	-4%	-$55.1K	0.04%	179
2019 Q1	$1.57M	Buy	23,899 +26	+0.1%	+$1.8K	0.05%	167
2018 Q4	$1.51M	Sell	23,873 -17	-0.1%	-$1.22K	0.06%	154
2018 Q3	$2M	Sell	23,890 -2,291	-9%	-$201K	0.06%	146
2018 Q2	$2.44M	Sell	26,181 -1,270	-5%	-$126K	0.08%	122
2018 Q1	$2.74M	Hold	27,451	–	–	0.1%	110
2017 Q4	$2.68M	Hold	27,451	–	–	0.1%	115
2017 Q3	$2.62M	Hold	27,451	–	–	0.1%	116
2017 Q2	$2.46M	Sell	27,451 -80	-0.3%	-$6.65K	0.1%	122
2017 Q1	$2.19M	Sell	27,531 -4,153	-13%	-$329K	0.09%	128
2016 Q4	$2.46M	Sell	31,684 -409	-1%	-$30.8K	0.1%	119
2016 Q3	$2.23M	Buy	32,093 +66	+0.2%	+$4.31K	0.09%	124
2016 Q2	$1.73M	Sell	32,027 -2,895	-8%	-$173K	0.08%	140
2016 Q1	$2.04M	Sell	34,922 -1,050	-3%	-$59.6K	0.09%	121
2015 Q4	$2.39M	Sell	35,972 -2,200	-6%	-$153K	0.11%	122
2015 Q3	$2.57M	Hold	38,172	–	–	0.12%	115
2015 Q2	$2.94M	Sell	38,172 -2,193	-5%	-$171K	0.13%	117
2015 Q1	$2.97M	Buy	40,365 +593	+1%	+$44.4K	0.14%	115
2014 Q4	$3.12M	Sell	39,772 -2,424	-6%	-$182K	0.16%	106
2014 Q3	$3.11M	Sell	42,196 -5,235	-11%	-$373K	0.16%	116
2014 Q2	$3.19M	Sell	47,431 -10,873	-19%	-$715K	0.16%	112
2014 Q1	$4.06M	Sell	58,304 -37,718	-39%	-$2.61M	0.23%	97
2013 Q4	$7.05M	Sell	96,022 -4,282	-4%	-$300K	0.39%	76
2013 Q3	$6.6M	Sell	100,304 -784	-0.8%	-$53.6K	0.38%	77
2013 Q2	$6.59M	Buy	+101,088	New	+$6.29M	0.37%	77

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Evercore Wealth Management's STT Position: Q1 2026 in Review

Evercore Wealth Management held its State Street (STT) position steady in Q1 2026 at 3,545 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #293.

Evercore Wealth Management first reported a position in STT in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.05M in Q4 2013. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Evercore Wealth Management held 3,545 shares of State Street worth $449K as of Q1 2026.
Evercore Wealth Management left its State Street share count unchanged in Q1 2026.
State Street made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #293 holding.
Evercore Wealth Management first reported a position in State Street in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's State Street position peaked at $7.05M in Q4 2013.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.