EVERGREEN CAPITAL MANAGEMENT LLC

Position in CFR — Cullen/Frost Bankers, Inc.

CIK 1260824 Bellevue, WA

Position in CFR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$672,161

+$85,185 QoQ

Shares Held

4,350

+1.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#284

of 566 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 5% Shared 95% None 0%

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $106,717,481 across 68 Banks - Regional names. CFR ranks #26 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITUB	Itau Unibanco Holding S.A.	5,338,043	$43,611,811
2	MTB	M&T Bank Corp	69,931	$16,644,276
3	FITB	Fifth Third Bancorp	60,820	$3,428,422
4	USB	US Bancorp \De\	50,010	$3,020,603
5	MFG	Mizuho Financial Group Inc	248,031	$2,376,136
6	PNC	Pnc Financial Services Group, Inc.	7,861	$1,935,535
7	NWG	NatWest Group plc	109,439	$1,929,408
8	KEY	Keycorp /New/	69,443	$1,600,660

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,161	4,350	+1.6%	Shares	Sole	2026-07-23
2026-03-31	$586,976	4,282	+13.4%	Shares	Sole	2026-05-14
2025-12-31	$478,027	3,775	-1.3%	Shares	Sole	2026-01-27
2025-09-30	$484,768	3,824	+15.3%	Shares	Sole	2025-10-28
2025-06-30	$426,366	3,317	+1.5%	Shares	Other	2025-08-14
2025-03-31	$409,278	3,269	+6.1%	Shares	Other	2025-05-15
2024-12-31	$413,757	3,082	+7.7%	Shares	Other	2025-02-13
2024-09-30	$320,143	2,862	+0.0%	Shares	Other	2024-11-14
2024-06-30	$290,763	2,861	+49.3%	Shares	Sole	2024-08-14
2024-03-31	$215,683	1,916	0.0%	Shares	Other	2024-05-15
2023-12-31	$207,866	1,916	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.