EVERGREEN CAPITAL MANAGEMENT LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1260824
Bellevue, WA
Position in CM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,147,355
+$186,969 QoQ
Shares Held
9,977
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#254
of 558 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 3%
Shared 97%
None 0%
Common Shares in CM 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. CM ranks #14 (0.9% 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
|
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 CM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,355 | 9,977 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $960,386 | 10,136 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $914,707 | 10,095 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $836,128 | 10,466 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $739,890 | 10,446 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $556,581 | 9,886 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $623,890 | 9,867 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $602,849 | 9,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $438,889 | 9,232 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $483,767 | 9,538 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $431,141 | 8,956 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $329,574 | 8,536 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $253,263 | 5,934 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $369,478 | 8,710 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $324,570 | 8,024 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $230,615 | 5,270 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $218,235 | 4,496 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $302,643 | 2,487 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $283,357 | 2,431 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $267,453 | 2,403 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $256,754 | 2,255 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $1,371,628 | 23,661 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||