SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in AMP — Ameriprise Financial Inc

CIK 1531593 NEW YORK, NY

Position in AMP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$9,633

+$2,967 QoQ

Shares Held

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,289

of 1,372 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $2,831,212 across 24 Asset Management names. AMP ranks #17 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp	14,892	$1,657,628
2	BN	BROOKFIELD Corp /ON/	8,000	$340,720
3	BEN	Franklin Resources Inc	8,574	$285,256
4	KKR	KKR & Co. Inc.	1,132	$103,894
5	JHG	Janus Henderson Group Ltd.	1,400	$72,730
6	OWL	Blue Owl Capital Inc.	6,845	$59,893
7	STEP	StepStone Group Inc.	1,340	$55,422
8	MMT	Aberdeen Multi-Market Income Fund	8,608	$37,875

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,633	21	+40.0%	Shares	Sole	2026-08-03
2026-03-31	$6,666	15	-89.1%	Shares	Sole	2026-04-30
2025-12-31	$67,176	137	-57.8%	Shares	Sole	2026-02-17
2025-09-30	$159,656	325	+407.8%	Shares	Sole	2025-11-13
2025-06-30	$34,158	64	+3100.0%	Shares	Sole	2025-08-12
2024-03-31	$1	2	+100.0%	Shares	Sole	2024-05-13
2023-12-31	$379	1	-99.3%	Shares	Sole	2024-02-14
2023-06-30	$45,173	136	-34.3%	Shares	Sole	2023-08-14
2023-03-31	$63,445	207	-80.7%	Shares	Sole	2023-05-12
2022-12-31	$334,100	1,073	+364.5%	Shares	Sole	2023-02-13
2022-06-30	$54,904	231	+413.3%	Shares	Sole	2022-08-02
2022-03-31	$13,516	45	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.