Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,361,623
+$12,294,036 QoQ
Shares Held
269,605
+886.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#19
of 252 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 74%
Shared 26%
None 0%
Common Shares in UBS 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. UBS ranks #4 (10.7% 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
This page
|
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.
|
148,899 | $3,511,038 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,361,623 | 269,605 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,067,587 | 27,325 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,912,973 | 41,308 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,632,005 | 39,805 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $967,860 | 28,618 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $924,658 | 30,188 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $847,474 | 27,951 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $751,638 | 24,317 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $693,599 | 23,480 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $739,983 | 24,088 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $707,764 | 22,905 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $587,680 | 23,841 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $439,798 | 21,697 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $471,016 | 22,072 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $368,415 | 19,733 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $189,935 | 13,090 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $184,761 | 11,391 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $283,564 | 14,512 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $226,520 | 12,676 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $160,723 | 10,083 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $157,465 | 10,265 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $133,695 | 14,438 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||