Position in MTB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,644,276
+$2,085,194 QoQ
Shares Held
69,931
-0.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#134
of 1,150 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 89%
Shared 11%
None 1%
Common Shares in MTB 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. MTB ranks #2 (15.6% 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
This page
|
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 MTB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,644,276 | 69,931 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $14,559,082 | 70,429 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,243,628 | 70,695 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $12,912,885 | 65,342 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $12,926,523 | 66,635 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $11,669,514 | 65,284 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $756,927 | 4,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $604,717 | 3,395 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $507,811 | 3,355 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $483,296 | 3,323 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $438,381 | 3,198 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $461,036 | 3,646 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $442,194 | 3,573 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $581,587 | 4,864 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,277,151 | 15,698 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $5,013,482 | 28,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,478,220 | 28,096 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $9,020,620 | 53,219 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $8,416,503 | 56,358 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $550,434 | 3,788 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $991,226 | 6,538 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $812,301 | 6,381 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||