CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in AMP — Ameriprise Financial Inc
CIK 1034642
PASADENA, CA
Position in AMP
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$226,168
+$7,079 QoQ
Shares Held
493
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,058
of 1,379 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $5,230,289 across 9 Asset Management names. AMP ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
62,635 | $1,889,697 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
32,100 | $1,367,139 | |
| 3 | BX |
Blackstone Inc.
|
4,851 | $570,817 | |
| 4 | TROW |
Price T Rowe Group Inc
|
2,773 | $315,262 | |
| 5 | PFO |
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
29,500 | $272,580 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,430 | $243,535 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
493 | $226,168 | |
| 8 | PAI |
Western Asset Investment Grade Income Fund Inc.
|
16,151 | $195,750 |
All Filings in AMP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,168 | 493 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $219,089 | 493 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $253,996 | 518 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $254,467 | 518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,005 | 519 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $253,673 | 524 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $278,993 | 524 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $256,516 | 546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $233,245 | 546 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $255,172 | 582 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $230,556 | 607 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $200,115 | 607 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $201,621 | 607 | Shares | Sole | 2023-08-04 | |
| 2021-09-30 | $198,882 | 753 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $555,323 | 2,389 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $493,403 | 2,539 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $391,285 | 2,539 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $403,457 | 2,689 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $275,568 | 2,689 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||