GRIMES & Co WEALTH MANAGEMENT, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1321993
WESTBOROUGH, MA
Position in AMP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$731,722
+$24,238 QoQ
Shares Held
1,595
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#693
of 1,374 holders
Holding Since
Mar 2021
21 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $12,931,670 across 12 Asset Management names. AMP ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
88,320 | $10,041,100 | |
| 2 | BLK |
BlackRock, Inc.
|
791 | $760,593 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
1,595 | $731,722 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
5,207 | $221,765 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
12,045 | $179,229 | |
| 6 | EVN |
Eaton Vance Municipal Income Trust
|
15,863 | $178,617 | |
| 7 | PML |
Pimco Municipal Income Fund II
|
23,214 | $176,658 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
16,671 | $176,212 |
All Filings in AMP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,722 | 1,595 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $707,484 | 1,592 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $754,633 | 1,539 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $749,156 | 1,525 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $815,539 | 1,528 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $711,641 | 1,470 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $786,399 | 1,477 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $780,354 | 1,661 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $721,523 | 1,689 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $715,534 | 1,632 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $619,502 | 1,631 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $538,037 | 1,632 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $538,099 | 1,620 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $494,691 | 1,614 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $501,928 | 1,612 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $405,639 | 1,610 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $381,951 | 1,607 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $479,975 | 1,598 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $444,249 | 1,682 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $397,710 | 1,598 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $371,455 | 1,598 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||