&PARTNERS

Position in AMP — Ameriprise Financial Inc

CIK 107136 NASHVILLE, TN

Position in AMP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,160,472

-$213,851 QoQ

Shares Held

9,362

+4.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

&PARTNERS holds $307,785,038 across 195 Asset Management names. AMP ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	83,909	$80,696,124
2	BX	Blackstone Inc.	182,664	$21,004,533
3	CSQ	Calamos Strategic Total Return Fund	555,192	$9,504,887
4	ARCC	Ares Capital Corp	407,399	$7,341,329
5	KKR	KKR & Co. Inc.	70,348	$6,507,190
6	CEF	Sprott Physical Gold & Silver Trust	133,884	$6,388,944
7	STT	State Street Corp	41,378	$5,236,799
8	AMP	Ameriprise Financial Inc This page	9,362	$4,160,472

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,160,472	9,362	+4.9%	Shares	Sole	2026-05-15
2025-12-31	$4,374,323	8,921	+49.1%	Shares	Sole	2026-02-17
2025-09-30	$2,938,657	5,982	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$3,025,181	5,668	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$2,895,946	5,982	-15.7%	Shares	Sole	2025-05-15
2024-12-31	$3,780,253	7,100	+8.1%	Shares	Sole	2025-02-14
2024-09-30	$3,084,772	6,566	+156.6%	Shares	Sole	2024-11-14
2024-06-30	$1,093,179	2,559	+12.4%	Shares	Sole	2024-07-24
2024-03-31	$998,327	2,277	+12.6%	Shares	Sole	2024-04-11
2023-12-31	$768,396	2,023	+0.8%	Shares	Sole	2024-01-09
2023-09-30	$661,667	2,007	—	Shares	Sole	2023-10-06
No filing history on record for this holder in this stock.