Position in HTBK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$0
+$0 QoQ
Shares Held
29,399
0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HTBK 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.
| # | 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 HTBK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 29,399 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | — | 29,399 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | — | 29,552 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | — | 30,368 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | — | 29,623 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | — | 29,341 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | — | 27,719 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | — | 27,277 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | — | 28,379 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | — | 26,906 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | — | 26,870 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | — | 26,462 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||