Transamerica Financial Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in AMP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$47,252
-$59,404 QoQ
Shares Held
103
-57.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,188
of 1,371 holders
Holding Since
Dec 2020
22 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 Jun 30, 2026Transamerica Financial Advisors, LLC holds $3,041,506 across 31 Asset Management names. AMP ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,271 | $1,222,142 | |
| 2 | PFG |
Principal Financial Group Inc
|
10,463 | $1,127,702 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
2,357 | $168,572 | |
| 4 | STT |
State Street Corp
|
745 | $126,352 | |
| 5 | APO |
Apollo Global Management, Inc.
|
762 | $90,152 | |
| 6 | NTRS |
Northern Trust Corp
|
369 | $64,146 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
103 | $47,252 | |
| 8 | KKR |
KKR & Co. Inc.
|
508 | $46,624 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,252 | 103 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $106,656 | 240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $244,679 | 499 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $220,571 | 449 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,490 | 59 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,951 | 66 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $690,029 | 1,296 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $756,863 | 1,611 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $752,281 | 1,761 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,092 | 1,761 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $712,181 | 1,875 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,060,580 | 3,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,145,952 | 3,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,071,830 | 3,497 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,051,496 | 3,377 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $839,245 | 3,331 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $678,338 | 2,854 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $901 | 3 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $792 | 3 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $746 | 3 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $697 | 3 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $777 | 4 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||