EVERGREEN CAPITAL MANAGEMENT LLC
Position in CFG — Citizens Financial Group Inc/Ri
CIK 1260824
Bellevue, WA
Position in CFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,658,230
+$100,340 QoQ
Shares Held
44,326
+1.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $51,280,790 across 57 Banks - Regional names. CFG ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
70,429 | $14,559,082 | |
| 2 | FITB |
Fifth Third Bancorp
|
60,546 | $2,812,967 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
This page
|
44,326 | $2,658,230 | |
| 4 | USB |
US Bancorp De
|
50,335 | $2,617,923 | |
| 5 | RF |
Regions Financial Corp
|
71,710 | $1,873,065 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
113,531 | $1,776,760 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
197,117 | $1,565,108 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
7,014 | $1,459,542 |
All Filings in CFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,658,230 | 44,326 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,557,890 | 43,792 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $531,068 | 9,990 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $493,458 | 11,027 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $356,070 | 8,691 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $283,652 | 6,482 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $261,984 | 6,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $205,118 | 5,693 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $491,809 | 12,492 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $304,875 | 8,873 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||