EVERGREEN CAPITAL MANAGEMENT LLC
Position in BNY — Bank of New York Mellon Corp
CIK 1260824
Bellevue, WA
Position in BNY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,860,630
+$1,098,518 QoQ
Shares Held
33,612
+6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#96
of 657 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 54%
None 0%
Common Shares in BNY 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. BNY ranks #5 (3.9% 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
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|
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 BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,860,630 | 33,612 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,762,112 | 31,713 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,998,604 | 25,830 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,627,134 | 24,111 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,238,481 | 24,569 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,919,280 | 22,884 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,696,559 | 22,082 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,586,811 | 22,082 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,328,060 | 22,175 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,236,467 | 21,459 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,104,344 | 21,217 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $865,325 | 20,289 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $897,255 | 20,154 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $920,522 | 20,258 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,183,838 | 26,007 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,064,268 | 27,629 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,153,489 | 27,655 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,426,266 | 28,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,702,847 | 29,319 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,521,400 | 29,348 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,498,784 | 29,256 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,377,179 | 29,122 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,227,067 | 28,913 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,004,651 | 29,256 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,181,337 | 30,565 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,070,451 | 31,783 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||