OKABENA INVESTMENT SERVICES INC
Position in AMP — Ameriprise Financial Inc
CIK 1157519
Minneapolis, MN
Position in AMP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$241,766
+$7,568 QoQ
Shares Held
527
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,030
of 1,371 holders
Holding Since
Dec 2022
8 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, 2026OKABENA INVESTMENT SERVICES INC holds $3,015,866 across 2 Asset Management names. AMP ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,885 | $2,774,100 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
527 | $241,766 |
All Filings in AMP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,766 | 527 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $234,198 | 527 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,621 | 505 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $248,081 | 505 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $254,589 | 477 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $230,920 | 477 | Shares | Sole | 2025-05-14 | |
| 2023-03-31 | $3,065 | 10 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,478 | 130 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||