ARCADIA INVESTMENT MANAGEMENT CORP/MI
Position in AMP — Ameriprise Financial Inc
CIK 1016972
KALAMAZOO, MI
Position in AMP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$888
-$92 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ARCADIA INVESTMENT MANAGEMENT CORP/MI holds $397,016 across 8 Asset Management names. AMP ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
250 | $240,427 | |
| 2 | EVN |
Eaton Vance Municipal Income Trust
|
8,230 | $85,674 | |
| 3 | KKR |
KKR & Co. Inc.
|
568 | $52,540 | |
| 4 | ARCC |
Ares Capital Corp
|
900 | $16,218 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
2 | $888 | |
| 6 | PFG |
Principal Financial Group Inc
|
9 | $810 | |
| 7 | RJF |
Raymond James Financial Inc
|
2 | $289 | |
| 8 | IVZ |
Invesco Ltd.
|
7 | $170 |
All Filings in AMP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888 | 2 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $980 | 2 | Shares | Sole | 2026-02-10 | |
| 2022-12-31 | $9,029 | 29 | Shares | Sole | 2023-02-08 | |
| 2021-06-30 | $8,213 | 33 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||