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EVERGREEN CAPITAL MANAGEMENT LLC

Position in BLK — BlackRock, Inc.

CIK 1260824 Bellevue, WA

Position in BLK

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$8,408,841
-$22,470 QoQ
Shares Held
8,745
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#505
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 91% Shared 7% None 2%

Common Shares in BLK Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $157,301,087 across 48 Asset Management names. BLK ranks #7 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 BLK
BlackRock, Inc.
This page
8,745 $8,408,841

All Filings in BLK

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,408,841 8,745
2026-03-31 $8,431,311 8,767
2025-12-31 $9,171,743 8,569
2025-09-30 $10,006,661 8,583
2025-06-30 $8,979,481 8,558
2025-03-31 $7,917,304 8,365
2024-12-31 $8,852,849 8,636