Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,020,603
+$402,680 QoQ
Shares Held
50,010
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#625
of 2,059 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 30%
Shared 69%
None 0%
Common Shares in USB 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. USB ranks #4 (2.8% 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
This page
|
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 USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,603 | 50,010 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,617,923 | 50,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,633,135 | 30,606 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,132,177 | 23,426 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,103,284 | 24,382 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $764,941 | 18,118 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $837,837 | 17,517 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $804,481 | 17,592 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $585,018 | 14,736 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $605,818 | 13,553 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $648,852 | 14,992 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $479,005 | 14,489 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,747 | 9,042 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $227,727 | 6,317 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $647,520 | 14,848 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $434,285 | 10,771 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,218 | 6,415 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $335,217 | 6,307 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $473,456 | 8,429 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $501,257 | 8,433 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $448,012 | 7,864 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $492,480 | 8,904 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $428,068 | 9,188 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,476,840 | 41,195 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,591,728 | 43,230 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,485,311 | 43,115 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||