EVERGREEN CAPITAL MANAGEMENT LLC
Position in BAC — Bank Of America Corp /De/
CIK 1260824
Bellevue, WA
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,662,199
+$5,246,603 QoQ
Shares Held
397,722
+11.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#78
of 1,413 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 25%
None 1%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $125,232,337 across 18 Banks - Diversified names. BAC ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,875 | $32,037,423 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
397,722 | $22,662,199 | |
| 3 | C |
Citigroup Inc
|
156,204 | $21,862,311 | |
| 4 | UBS |
UBS Group AG
|
269,605 | $13,361,623 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
33,612 | $4,860,630 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
228,544 | $4,545,739 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
47,147 | $3,896,227 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
148,899 | $3,511,038 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,662,199 | 397,722 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,415,596 | 357,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,712,030 | 412,946 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $17,490,350 | 339,026 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,680,522 | 331,372 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $13,502,909 | 323,578 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $14,324,490 | 325,927 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,557,688 | 316,474 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,210,702 | 307,033 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,317,984 | 377,584 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,468,438 | 370,313 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $10,087,284 | 368,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,492,879 | 365,733 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $10,082,729 | 352,543 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,638,566 | 351,406 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $11,651,521 | 385,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,580,141 | 371,993 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,289,446 | 370,923 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,377,165 | 323,155 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $13,013,387 | 306,558 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,608,265 | 281,549 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,668,517 | 301,590 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,339,948 | 275,155 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,097,781 | 253,125 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,850,356 | 120,015 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,253,267 | 106,136 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||