EVERGREEN CAPITAL MANAGEMENT LLC AMRK — A-MARK PRECIOUS METALS INC

Ownership history in EVERGREEN CAPITAL MANAGEMENT LLC  ·  10 quarters on record

AI Ownership Summary

EVERGREEN CAPITAL MANAGEMENT LLC reported A-MARK PRECIOUS METALS INC (AMRK) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows AMRK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERGREEN CAPITAL MANAGEMENT LLC's position in A-MARK PRECIOUS METALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMRK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMRK stock page EVERGREEN CAPITAL MANAGEMENT LLC fund profile EVERGREEN CAPITAL MANAGEMENT LLC full holdings
How EVERGREEN CAPITAL MANAGEMENT LLC held AMRK — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,187 -7,131 -27.1% 0.01% $528K 2026-07-23 $38.31
2026 Q1 REDUCED — — — 26,318 -49,674 -65.4% 0.02% $980K 2026-05-14 $40.56
2025 Q4 ADDED — — — 75,992 +2,734 +3.7% 0.08% $3.6M 2026-01-27 $51.15
2025 Q3 REDUCED — — — 73,258 -64,664 -46.9% 0.05% $1.9M 2025-10-28 $27.52
2025 Q2 REDUCED — — — 137,922 -1,164 -0.8% 0.09% $3.1M 2025-08-14 $23.24
2025 Q1 REDUCED — — — 139,086 -17,947 -11.4% 0.12% $3.5M 2025-05-15 $21.18
2024 Q4 ADDED — — — 157,033 +75,486 +92.6% 0.14% $4.3M 2025-02-13 $29.00
2024 Q3 REDUCED — — — 81,547 -546 -0.7% 0.12% $3.6M 2024-11-14 $29.55
2024 Q2 ADDED — — — 82,093 +64,221 +359.3% 0.10% $2.7M 2024-08-14 $34.14
2024 Q1 INITIATED — — — 17,872 — — 0.02% $548K 2024-05-15 $37.30

🏢 Other funds also holding AMRK

As of 2026 Q2 — sorted by position size

Fideuram Asset Management (Ireland) dac 0.24% CGN Advisors LLC 3Y 0.11% SIERRA SUMMIT ADVISORS LLC 0.1% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.07% D.A. DAVIDSON & CO. 3Y 7Y 0.01% LANARK FINANCIAL, INC. 0.01% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Monetary Solutions, Ltd 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Capital Advisors, Ltd. LLC 3Y 7Y 0.0%

FAQ About EVERGREEN CAPITAL MANAGEMENT LLC and AMRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERGREEN CAPITAL MANAGEMENT LLC reported owning AMRK?

EVERGREEN CAPITAL MANAGEMENT LLC reported AMRK across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AMRK position in EVERGREEN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for AMRK was 0.14% in 2024 Q4.

What is the latest reported AMRK position on this page?

The most recent filing on this page is 2026 Q2, when EVERGREEN CAPITAL MANAGEMENT LLC reported 19,187 shares, equal to 0.01% of portfolio, with an estimated market value of $528K.

What does the chart on this AMRK ownership page compare?

The chart compares EVERGREEN CAPITAL MANAGEMENT LLC's quarterly AMRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EVERGREEN CAPITAL MANAGEMENT LLC time their AMRK position?

Based on 13F filing dates vs. subsequent AMRK price moves, EVERGREEN CAPITAL MANAGEMENT LLC correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on AMRK relative to SPY over the holding period was -14.1%.

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