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HENNESSY ADVISORS INC

Position in AMP — Ameriprise Financial Inc

CIK 1145255 NOVATO, CA

Position in AMP

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$2,385,552
+$30,232 QoQ
Shares Held
5,200
-1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#442
of 1,372 holders
Holding Since
Mar 2021
13 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 Jun 30, 2026

HENNESSY ADVISORS INC holds $5,205,064 across 2 Asset Management names. AMP ranks #2 (45.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMP
Ameriprise Financial Inc
This page
5,200 $2,385,552

All Filings in AMP

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,385,552 5,200
2026-03-31 $2,355,320 5,300
2023-12-31 $2,848,725 7,500
2023-09-30 $2,472,600 7,500
2023-06-30 $2,557,632 7,700
2023-03-31 $2,421,350 7,900
2022-12-31 $2,926,878 9,400
2022-09-30 $2,519,500 10,000
2022-06-30 $2,424,336 10,200
2022-03-31 $3,123,744 10,400
2021-09-30 $3,222,264 12,200
2021-06-30 $3,111,000 12,500
2021-03-31 $2,835,890 12,200