EVERGREEN CAPITAL MANAGEMENT LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1260824
Bellevue, WA
Position in SMFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,511,038
+$1,377,822 QoQ
Shares Held
148,899
+37.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#12
of 142 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in SMFG 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. SMFG ranks #8 (2.8% 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.
This page
|
148,899 | $3,511,038 |
All Filings in SMFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,511,038 | 148,899 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $2,133,216 | 108,011 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,991,762 | 103,040 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,763,541 | 105,349 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,257,982 | 83,255 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,048,558 | 67,824 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,001,881 | 69,143 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $713,947 | 56,528 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $727,867 | 54,278 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $600,422 | 51,013 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $490,272 | 50,648 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $510,357 | 51,813 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $428,305 | 49,803 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $410,464 | 51,308 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $370,266 | 46,168 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $303,863 | 55,248 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $370,330 | 62,768 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $126,641 | 20,198 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $128,724 | 18,958 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $120,838 | 17,238 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $198,059 | 28,746 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $169,911 | 23,436 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $145,803 | 23,631 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $135,646 | 24,266 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $132,272 | 23,536 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,512,840 | 315,833 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||