Position in C
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,862,311
+$4,054,334 QoQ
Shares Held
156,204
-0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#55
of 961 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 10%
None 2%
Common Shares in C 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. C ranks #3 (17.5% 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
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|
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 C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,862,311 | 156,204 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $17,807,977 | 157,023 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $18,547,175 | 158,944 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $16,250,150 | 160,100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,794,196 | 173,804 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,726,161 | 122,921 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $8,868,083 | 125,985 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $903,630 | 14,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $990,800 | 15,613 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $906,354 | 14,332 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $695,056 | 13,512 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $370,662 | 9,012 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $655,056 | 14,228 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $804,116 | 17,149 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $498,614 | 11,024 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $439,868 | 10,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $324,688 | 7,060 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $375,722 | 7,036 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $353,281 | 5,850 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $453,503 | 6,462 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $406,671 | 5,748 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $400,270 | 5,502 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $277,470 | 4,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $204,643 | 4,747 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $307,928 | 6,026 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $296,187 | 7,032 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||