Position in BNS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$682,996
+$157,766 QoQ
Shares Held
7,865
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#288
of 531 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 17%
Shared 83%
None 0%
Common Shares in BNS 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. BNS ranks #18 (0.5% 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/
|
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 BNS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,996 | 7,865 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $525,230 | 7,578 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $555,916 | 7,544 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $527,413 | 8,158 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $457,966 | 8,286 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $468,228 | 9,872 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $582,862 | 10,850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $533,783 | 9,796 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $323,560 | 7,077 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $486,058 | 9,387 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $324,664 | 6,668 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $589,432 | 12,929 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $471,976 | 9,432 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $387,671 | 7,698 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $355,790 | 7,264 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $319,051 | 6,707 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,330 | 7,859 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $550,020 | 7,669 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $530,434 | 7,399 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $429,787 | 6,985 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $331,206 | 5,090 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $309,622 | 4,950 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $237,830 | 4,401 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||