Position in TFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,413,492
+$554,084 QoQ
Shares Held
28,372
+51.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#644
of 1,678 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 7%
Shared 93%
None 0%
Common Shares in TFC 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. TFC ranks #9 (1.3% 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 TFC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,492 | 28,372 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $859,408 | 18,695 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $543,621 | 11,047 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $523,630 | 11,453 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $396,883 | 9,232 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $608,072 | 14,777 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $646,881 | 14,912 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $631,969 | 14,776 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $552,757 | 14,228 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $513,170 | 13,165 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $290,190 | 7,860 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $497,527 | 17,390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $436,796 | 14,392 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $243,814 | 7,150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $584,906 | 13,593 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $328,813 | 7,552 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $390,016 | 8,223 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $453,146 | 7,992 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $408,386 | 6,975 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $369,964 | 6,308 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $271,561 | 4,893 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $285,301 | 4,892 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||