EVERGREEN CAPITAL MANAGEMENT LLC
Position in AMP — Ameriprise Financial Inc
CIK 1260824
Bellevue, WA
Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$895,040
+$22,239 QoQ
Shares Held
1,951
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#644
of 1,371 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 5%
Shared 94%
None 1%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $157,301,087 across 48 Asset Management names. AMP ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
3,508,478 | $20,629,850 | |
| 2 | TEI |
Templeton Emerging Markets Income Fund
|
2,235,663 | $15,068,368 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
359,926 | $14,479,822 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
946,524 | $13,923,368 | |
| 5 | ARES |
Ares Management Corp
|
104,918 | $11,678,422 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
2,160,222 | $10,779,507 | |
| 7 | BLK |
BlackRock, Inc.
|
8,745 | $8,408,841 | |
| 8 | DBL |
DoubleLine Opportunistic Credit Fund
|
560,669 | $8,062,420 |
All Filings in AMP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,040 | 1,951 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $872,801 | 1,964 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $914,974 | 1,866 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $964,323 | 1,963 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,046,109 | 1,960 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $959,505 | 1,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,022,797 | 1,921 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $901,095 | 1,918 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $830,456 | 1,944 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $821,636 | 1,874 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $709,901 | 1,869 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $629,687 | 1,910 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $627,782 | 1,890 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $559,362 | 1,825 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $550,501 | 1,768 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||