EVERGREEN CAPITAL MANAGEMENT LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1260824
Bellevue, WA
Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,896,227
+$1,514,217 QoQ
Shares Held
47,147
+57.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#193
of 1,173 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 80%
None 1%
Common Shares in WFC 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. WFC ranks #7 (3.1% 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
This page
|
47,147 | $3,896,227 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
148,899 | $3,511,038 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,896,227 | 47,147 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $2,382,010 | 29,921 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,628,440 | 60,391 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,849,627 | 33,997 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,406,643 | 30,038 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,123,044 | 29,573 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,908,138 | 27,166 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,519,750 | 26,903 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,744,758 | 29,378 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,578,830 | 27,240 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,417,437 | 28,798 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $937,123 | 22,935 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $975,920 | 22,866 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $863,552 | 23,102 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $935,052 | 22,646 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,052,114 | 26,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $878,582 | 22,430 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,242,708 | 25,644 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,110,928 | 23,154 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,000,924 | 21,567 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $520,608 | 11,495 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $392,653 | 10,050 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $323,710 | 10,726 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $302,009 | 12,846 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $403,097 | 15,746 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $525,984 | 18,327 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||