Evercore Wealth Management, LLC's ownership history for XLF

Evercore Wealth Management, LLC currently holds 72.1K shares with a market value of $3.9M. It started holding XLF on 2024-09-30. At its peak, it held 74.6K shares on 2024-09-30. Its highest holding value was $3.9M on 2025-09-30. At its lowest, it held 72.0K shares on 2025-03-31, with a value of $3.4M on 2024-09-30. In the recent 180 days, Evercore Wealth Management, LLC has increased its shares by 85. In the recent year, Evercore Wealth Management, LLC has decreased its shares by 2.4K.