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EVERGREEN CAPITAL MANAGEMENT LLC → UBS
EVERGREEN CAPITAL MANAGEMENT LLC UBS Position History
UBS Group AG • Financial Services
Quarters held
7
Latest value
$9.6M
Q3 2026
Peak value
$9.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.1M |
| Q2 2026 | $3.4M |
| Q2 2026 | $9.9M |
| Q3 2026 | $3.3M |
| Q3 2026 | $9.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.6M | 200.0K | — | — |
| Q3 2026 | $3.3M | 68.7K | — | — |
| Q2 2026 | $9.9M | 200.1K | — | — |
| Q2 2026 | $3.4M | 69.5K | — | — |
| Q1 2026 | $1.1M | 27.3K | — | — |
| Q4 2025 | $1.9M | 41.3K | — | — |
| Q3 2025 | $1.6M | 39.8K | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B