Evercore Wealth Management’s Visa V Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Sell	33,611 -1,345	-4%	-$432K	0.16%	72
2025 Q4	$12.3M	Sell	34,956 -419	-1%	-$143K	0.18%	64
2025 Q3	$12.1M	Sell	35,375 -141	-0.4%	-$48.8K	0.18%	66
2025 Q2	$12.6M	Sell	35,516 -1,282	-3%	-$447K	0.2%	60
2025 Q1	$12.9M	Sell	36,798 -901	-2%	-$305K	0.21%	58
2024 Q4	$11.9M	Sell	37,699 -609	-2%	-$183K	0.18%	61
2024 Q3	$10.5M	Sell	38,308 -1,274	-3%	-$344K	0.16%	68
2024 Q2	$10.4M	Sell	39,582 -717	-2%	-$197K	0.16%	67
2024 Q1	$11.2M	Sell	40,299 -2,094	-5%	-$578K	0.18%	65
2023 Q4	$11M	Sell	42,393 -850	-2%	-$210K	0.19%	61
2023 Q3	$9.95M	Sell	43,243 -2,493	-5%	-$599K	0.19%	64
2023 Q2	$10.9M	Sell	45,736 -651	-1%	-$149K	0.2%	61
2023 Q1	$10.5M	Sell	46,387 -377	-0.8%	-$83.9K	0.21%	61
2022 Q4	$9.72M	Buy	46,764 +1,323	+3%	+$267K	0.2%	63
2022 Q3	$8.07M	Sell	45,441 -766	-2%	-$156K	0.18%	65
2022 Q2	$9.1M	Sell	46,207 -39	-0.1%	-$8.06K	0.19%	62
2022 Q1	$10.3M	Buy	46,246 +11,053	+31%	+$2.39M	0.18%	64
2021 Q4	$7.63M	Sell	35,193 -473	-1%	-$102K	0.12%	81
2021 Q3	$7.94M	Sell	35,666 -1,329	-4%	-$312K	0.14%	76
2021 Q2	$8.65M	Sell	36,995 -223	-0.6%	-$51K	0.16%	74
2021 Q1	$7.88M	Sell	37,218 -459	-1%	-$96.6K	0.16%	77
2020 Q4	$8.24M	Buy	37,677 +3,804	+11%	+$778K	0.18%	71
2020 Q3	$6.77M	Buy	33,873 +776	+2%	+$155K	0.17%	72
2020 Q2	$6.39M	Buy	33,097 +2,902	+10%	+$530K	0.17%	73
2020 Q1	$4.87M	Buy	30,195 +1,109	+4%	+$209K	0.16%	80
2019 Q4	$5.46M	Buy	29,086 +1,503	+5%	+$271K	0.15%	86
2019 Q3	$4.75M	Buy	27,583 +1,212	+5%	+$216K	0.14%	92
2019 Q2	$4.58M	Buy	26,371 +2,098	+9%	+$344K	0.14%	91
2019 Q1	$3.79M	Buy	24,273 +5,082	+26%	+$732K	0.12%	102
2018 Q4	$2.53M	Buy	19,191 +2,228	+13%	+$308K	0.1%	114
2018 Q3	$2.55M	Buy	16,963 +438	+3%	+$62.3K	0.08%	128
2018 Q2	$2.19M	Sell	16,525 -63	-0.4%	-$8.11K	0.07%	132
2018 Q1	$1.98M	Sell	16,588 -87	-0.5%	-$10.5K	0.08%	133
2017 Q4	$1.9M	Buy	16,675 +705	+4%	+$77.9K	0.07%	143
2017 Q3	$1.68M	Sell	15,970 -100	-0.6%	-$10.1K	0.07%	148
2017 Q2	$1.51M	Sell	16,070 -856	-5%	-$79.4K	0.06%	158
2017 Q1	$1.5M	Sell	16,926 -1,960	-10%	-$169K	0.06%	157
2016 Q4	$1.47M	Buy	18,886 +896	+5%	+$72K	0.06%	154
2016 Q3	$1.49M	Buy	17,990 +1,584	+10%	+$127K	0.06%	152
2016 Q2	$1.22M	Sell	16,406 -215	-1%	-$16.8K	0.05%	161
2016 Q1	$1.27M	Buy	16,621 +26	+0.2%	+$1.89K	0.06%	156
2015 Q4	$1.29M	Buy	16,595 +1,590	+11%	+$123K	0.06%	162
2015 Q3	$1.04M	Sell	15,005 -1,830	-11%	-$131K	0.05%	180
2015 Q2	$1.13M	Buy	16,835 +4,723	+39%	+$320K	0.05%	186
2015 Q1	$793K	Buy	12,112 +1,368	+13%	+$90.5K	0.04%	214
2014 Q4	$705K	Buy	10,744 +228	+2%	+$13.7K	0.04%	202
2014 Q3	$561K	Sell	10,516 -4,984	-32%	-$268K	0.03%	248
2014 Q2	$816K	Sell	15,500 -1,236	-7%	-$64.6K	0.04%	209
2014 Q1	$902K	Sell	16,736 -4,796	-22%	-$267K	0.05%	194
2013 Q4	$1.2M	Buy	21,532 +7,740	+56%	+$390K	0.07%	174
2013 Q3	$658K	Sell	13,792 -1,388	-9%	-$64.1K	0.04%	251
2013 Q2	$695K	Buy	+15,180	New	+$664K	0.04%	242

Other funds holding V

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Evercore Wealth Management reduced its Visa (V) stake by 3.8% in Q1 2026, selling an estimated $432K and leaving 33,611 shares worth $10.2M. The position accounts for 0.16% of the portfolio, ranked #72.

Evercore Wealth Management first reported a position in V in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q1 2025. 4,451 funds tracked by Wall St. Rank hold V as of Q1 2026.

Evercore Wealth Management held 33,611 shares of Visa worth $10.2M as of Q1 2026.
Evercore Wealth Management sold 1,345 Visa shares in Q1 2026, an estimated $432K.
Visa made up 0.16% of Evercore Wealth Management's portfolio in Q1 2026, its #72 holding.
Evercore Wealth Management first reported a position in Visa in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Visa position peaked at $12.9M in Q1 2025.
4,451 funds tracked by Wall St. Rank held Visa as of Q1 2026.

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