EVERGREEN CAPITAL MANAGEMENT LLC
Position in FCNCA — First Citizens Bancshares Inc /De/
CIK 1260824
Bellevue, WA
Position in FCNCA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$295,471
-$482,892 QoQ
Shares Held
142
-65.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#441
of 624 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $106,717,481 across 68 Banks - Regional names. FCNCA ranks #57 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in FCNCA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,471 | 142 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $778,363 | 413 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $834,863 | 389 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||