Forvis Mazars Wealth Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1352864
Springfield, MO
Position in AMP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,950,027
-$95,181 QoQ
Shares Held
4,388
+5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Forvis Mazars Wealth Advisors, LLC holds $5,974,905 across 10 Asset Management names. AMP ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
4,388 | $1,950,027 | |
| 2 | STT |
State Street Corp
|
7,693 | $973,626 | |
| 3 | TROW |
Price T Rowe Group Inc
|
10,319 | $930,154 | |
| 4 | BX |
Blackstone Inc.
|
5,078 | $583,919 | |
| 5 | BLK |
BlackRock, Inc.
|
484 | $465,467 | |
| 6 | PFG |
Principal Financial Group Inc
|
3,715 | $334,758 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
7,492 | $265,516 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
4,755 | $226,908 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,950,027 | 4,388 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,045,208 | 4,171 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,110,410 | 4,296 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,409,790 | 4,515 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,230,294 | 4,607 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,581,220 | 4,848 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,351,868 | 5,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,155,173 | 5,045 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,287,341 | 5,217 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,016,897 | 5,310 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,897,308 | 5,755 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,348,837 | 10,082 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,705,366 | 5,564 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,645,590 | 5,285 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,338,862 | 5,314 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,223,814 | 5,149 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,572,684 | 5,236 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,263,550 | 4,784 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,154,305 | 4,638 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,054,858 | 4,538 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $940,945 | 4,842 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $649,881 | 4,217 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $655,824 | 4,371 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $332,035 | 3,240 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||