PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV

Position in AMP — Ameriprise Financial Inc

CIK 1004140 HUNTINGDON VALLEY, PA

Position in AMP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$736,768

+$23,062 QoQ

Shares Held

1,606

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#690

of 1,372 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV holds $1,494,209 across 2 Asset Management names. AMP ranks #2 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BX	Blackstone Inc.	6,437	$757,441
2	AMP	Ameriprise Financial Inc This page	1,606	$736,768

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$736,768	1,606	0.0%	Shares	Sole	2026-07-24
2026-03-31	$713,706	1,606	0.0%	Shares	Sole	2026-04-28
2025-12-31	$787,486	1,606	0.0%	Shares	Sole	2026-01-26
2025-09-30	$788,947	1,606	0.0%	Shares	Sole	2025-11-07
2025-06-30	$857,170	1,606	0.0%	Shares	Sole	2025-07-18
2025-03-31	$777,480	1,606	-0.2%	Shares	Sole	2025-04-22
2024-12-31	$857,212	1,610	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$754,984	1,607	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$686,067	1,606	-7.3%	Shares	Sole	2024-07-12
2024-03-31	$759,816	1,733	0.0%	Shares	Sole	2024-04-30
2023-12-31	$658,245	1,733	-0.2%	Shares	Sole	2024-02-09
2023-09-30	$572,654	1,737	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$576,297	1,735	-11.5%	Shares	Sole	2023-07-18
2023-03-31	$601,046	1,961	0.0%	Shares	Sole	2023-04-20
2022-12-31	$610,596	1,961	0.0%	Shares	Sole	2023-01-23
2022-09-30	$494,073	1,961	0.0%	Shares	Sole	2022-10-13
2022-06-30	$466,090	1,961	0.0%	Shares	Sole	2022-07-15
2022-03-31	$589,005	1,961	0.0%	Shares	Sole	2022-04-15
2021-09-30	$517,939	1,961	—	Shares	Sole	2021-11-05
No filing history on record for this holder in this stock.