Position in NWG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,929,408
+$1,102,086 QoQ
Shares Held
109,439
+97.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#10
of 103 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in NWG 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. NWG ranks #7 (1.8% 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
This page
|
109,439 | $1,929,408 | |
| 8 | KEY |
Keycorp /New/
|
69,443 | $1,600,660 |
All Filings in NWG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,929,408 | 109,439 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $827,322 | 55,525 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $911,382 | 52,079 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $705,617 | 49,867 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $414,198 | 29,272 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $340,614 | 28,575 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $308,832 | 30,367 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $164,604 | 17,586 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $129,837 | 16,169 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $109,949 | 16,169 | Shares | Other | 2024-05-15 | |
| 2023-09-30 | $83,876 | 14,387 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||