Modera Wealth Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1542143 WESTWOOD, NJ

Position in AMP

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

Position Value

$509,223

+$16,384 QoQ

Shares Held

1,110

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#780

of 1,380 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $61,576,331 across 14 Asset Management names. AMP ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	54,188	$52,105,013
2	SEIC	Sei Investments Co	64,015	$5,614,755
3	BX	Blackstone Inc.	9,491	$1,116,805
4	STT	State Street Corp	3,420	$580,032
5	AMP	Ameriprise Financial Inc This page	1,110	$509,223
6	HASI	HA Sustainable Infrastructure Capital, Inc.	8,844	$345,358
7	PHYS	Sprott Physical Gold Trust	10,776	$325,111
8	TROW	Price T Rowe Group Inc	2,668	$303,324

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,223	1,110	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$492,839	1,109	-7.3%	Shares	Sole	2026-05-06
2025-12-31	$586,446	1,196	-3.8%	Shares	Sole	2026-01-21
2025-09-30	$610,623	1,243	-1.7%	Shares	Sole	2025-10-31
2025-06-30	$675,168	1,265	+14.5%	Shares	Sole	2025-08-06
2025-03-31	$534,941	1,105	-11.2%	Shares	Sole	2025-05-08
2024-12-31	$662,875	1,245	+3.3%	Shares	Sole	2025-02-06
2024-09-30	$566,121	1,205	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$517,327	1,211	+0.7%	Shares	Sole	2024-07-29
2024-03-31	$527,443	1,203	-7.7%	Shares	Sole	2024-05-14
2023-12-31	$494,918	1,303	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$436,496	1,324	+6.9%	Shares	Sole	2023-11-30
2023-06-30	$411,214	1,238	+52.3%	Shares	Sole	2023-08-07
2023-03-31	$249,184	813	+0.7%	Shares	Sole	2023-05-05
2022-12-31	$251,275	807	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.