LPL Financial LLC

Position in AMP — Ameriprise Financial Inc

CIK 1403438 FORT MILL, SC

Position in AMP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$27,337,508

-$2,103,103 QoQ

Shares Held

59,590

-10.1% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#135

of 1,372 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $3,331,719,240 across 411 Asset Management names. AMP ranks #23 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	213,723	$205,507,487
2	BX	Blackstone Inc.	1,695,516	$199,511,367
3	PFG	Principal Financial Group Inc	1,134,085	$122,231,681
4	PDI	PIMCO Dynamic Income Fund	5,545,160	$92,604,172
5	ARCC	Ares Capital Corp	4,029,149	$74,660,130
6	BPRE	Bluerock Private Real Estate Fund	5,496,468	$71,509,048
7	PHYS	Sprott Physical Gold Trust	2,315,840	$69,868,892
8	KKR	KKR & Co. Inc.	679,426	$62,357,718

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,337,508	59,590	-10.1%	Shares	Sole	2026-08-07
2026-03-31	$29,440,611	66,248	-11.6%	Shares	Sole	2026-05-06
2025-12-31	$36,737,743	74,923	-9.3%	Shares	Sole	2026-02-11
2025-09-30	$40,577,741	82,601	+9.5%	Shares	Sole	2025-11-12
2025-06-30	$40,245,376	75,404	+6.7%	Shares	Sole	2025-08-12
2025-03-31	$34,204,792	70,655	-1.4%	Shares	Sole	2025-05-07
2024-12-31	$38,167,244	71,685	+33.2%	Shares	Sole	2025-02-11
2024-09-30	$25,280,476	53,810	+2.1%	Shares	Sole	2024-11-08
2024-06-30	$22,517,612	52,711	+3.7%	Shares	Sole	2024-08-07
2024-03-31	$22,292,043	50,844	+22.7%	Shares	Sole	2024-05-10
2023-12-31	$15,735,217	41,427	+5.5%	Shares	Sole	2024-02-14
2023-09-30	$12,941,588	39,255	+13.3%	Shares	Sole	2023-11-13
2023-06-30	$11,513,329	34,662	+8.3%	Shares	Sole	2023-07-31
2023-03-31	$9,812,291	32,014	+30.8%	Shares	Sole	2023-05-10
2022-12-31	$7,621,714	24,478	+12.6%	Shares	Sole	2023-02-07
2022-09-30	$5,478,400	21,744	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$5,241,794	22,054	+21.0%	Shares	Sole	2022-08-12
2022-03-31	$5,473,760	18,224	+15.2%	Shares	Sole	2022-05-16
2021-09-30	$4,177,057	15,815	-24.5%	Shares	Sole	2021-11-15
2021-06-30	$5,215,529	20,956	+38.5%	Shares	Sole	2021-08-13
2021-03-31	$3,517,200	15,131	+17.2%	Shares	Sole	2021-05-14
2020-12-31	$2,507,828	12,905	+2.0%	Shares	Sole	2021-02-12
2020-09-30	$1,950,262	12,655	+8.9%	Shares	Sole	2020-11-09
2020-06-30	$1,743,614	11,621	-15.1%	Shares	Sole	2020-08-13
2020-03-31	$1,401,926	13,680	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.