Evergreen Wealth Management’s Kaspi.kz JSC KSPI Stock Holding History

Evergreen Wealth Management’s Portfolio KSPI Stock Details KSPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04M	Sell	35,120 -15,953	-31%	-$1.35M	1.43%	25
2026 Q1	$3.78M	Buy	51,073 +8,681	+20%	+$655K	1.95%	19
2025 Q4	$3.31M	Buy	42,392 +1,789	+4%	+$135K	1.67%	22
2025 Q3	$3.32M	Buy	40,603 +2,898	+8%	+$254K	1.74%	21
2025 Q2	$3.2M	Buy	37,705 +1,178	+3%	+$100K	1.8%	20
2025 Q1	$3.39M	Buy	+36,527	New	+$3.58M	2.03%	19

Other funds holding KSPI

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

RFM

Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Evergreen Wealth Management's KSPI Position: Q2 2026 in Review

Evergreen Wealth Management reduced its Kaspi.kz JSC (KSPI) stake by 31% in Q2 2026, selling an estimated $1.35M and leaving 35,120 shares worth $3.04M. The position accounts for 1.43% of the portfolio, ranked #25.

Evergreen Wealth Management first reported a position in KSPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.78M in Q1 2026. 40 funds tracked by Wall St. Rank hold KSPI as of Q2 2026.

Evergreen Wealth Management held 35,120 shares of Kaspi.kz JSC worth $3.04M as of Q2 2026.
Evergreen Wealth Management sold 15,953 Kaspi.kz JSC shares in Q2 2026, an estimated $1.35M.
Kaspi.kz JSC made up 1.43% of Evergreen Wealth Management's portfolio in Q2 2026, its #25 holding.
Evergreen Wealth Management first reported a position in Kaspi.kz JSC in Q1 2025 and has held it in 6 quarters since.
Evergreen Wealth Management's Kaspi.kz JSC position peaked at $3.78M in Q1 2026.
40 funds tracked by Wall St. Rank held Kaspi.kz JSC as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.