AMERIPRISE FINANCIAL INC

Position in EVR — Evercore Inc.

CIK 820027 MINNEAPOLIS, MN

Back to EVR Full portfolio

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$43,396,680

+$26,693,853 QoQ

Shares Held

127,099

+127.1% QoQ

Ownership

0.330%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#49

of 707 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 55% None 45%

Common Shares in EVR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. EVR ranks #13 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	14,101,563	$2,947,790,726
2	GS	Goldman Sachs Group Inc	1,407,422	$1,423,424,385
3	SCHW	Schwab Charles Corp	12,530,896	$1,156,225,772
4	HUT	Hut 8 Corp.	1,805,197	$208,400,965
5	MC	Moelis & Co	2,344,828	$153,398,644
6	HOOD	Robinhood Markets, Inc.	1,223,763	$122,718,951
7	SNEX	StoneX Group Inc.	1,371,951	$108,384,128
8	RIOT	Riot Platforms, Inc.	3,185,945	$87,231,173

All Filings in EVR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,396,680	127,099	+127.1%	Shares	Defined	2026-08-14
2026-03-31	$16,702,827	55,954	+2.2%	Shares	Defined	2026-05-15
2025-12-31	$18,630,388	54,755	-0.7%	Shares	Defined	2026-02-17
2025-09-30	$18,603,534	55,151	-5.2%	Shares	Defined	2025-11-14
2025-06-30	$15,702,202	58,152	-1.6%	Shares	Defined	2025-08-14
2025-03-31	$11,803,651	59,101	-8.5%	Shares	Defined	2025-05-14
2024-12-31	$17,899,544	64,575	-8.5%	Shares	Defined	2025-02-14
2024-09-30	$17,884,789	70,596	-5.0%	Shares	Defined	2024-11-14
2024-06-30	$15,496,561	74,349	-28.8%	Shares	Defined	2024-08-14
2024-03-31	$20,105,817	104,397	-9.8%	Shares	Defined	2024-05-15
2023-12-31	$19,790,825	115,702	-5.5%	Shares	Defined	2024-02-14
2023-09-30	$16,885,886	122,468	-4.9%	Shares	Defined	2023-11-14
2023-06-30	$15,914,682	128,770	-15.4%	Shares	Defined	2023-08-14
2023-03-31	$17,569,603	152,276	+11.1%	Shares	Defined	2023-05-22
2022-12-31	$14,945,486	137,014	-1.5%	Shares	Defined	2023-02-14
2022-09-30	$11,435,380	139,032	-19.8%	Shares	Defined	2022-11-14
2022-06-30	$16,237,963	173,464	-4.7%	Shares	Defined	2022-08-15
2022-03-31	$20,267,920	182,069	-5.4%	Shares	Defined	2022-05-16
2021-12-31	$26,145,689	192,460	+62.8%	Shares	Defined	2022-02-14
2021-09-30	$15,801,531	118,213	-26.8%	Shares	Defined	2021-11-15
2021-06-30	$22,737,028	161,519	-21.8%	Shares	Defined	2021-08-16
2021-03-31	$27,212,081	206,559	-1.9%	Shares	Defined	2021-05-17
2020-12-31	$23,076,588	210,476	-10.8%	Shares	Defined	2021-02-12
2020-09-30	$15,446,988	235,976	-16.1%	Shares	Defined	2020-11-16
2020-06-30	$16,568,303	281,200	-20.4%	Shares	Defined	2020-08-14
2020-03-31	$16,263,186	353,087	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.