PEDDOCK CAPITAL ADVISORS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1597843 BRAINTREE, MA

Position in AMP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,961,199

+$45,391 QoQ

Shares Held

4,275

-0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#484

of 1,371 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

PEDDOCK CAPITAL ADVISORS, LLC holds $3,331,349 across 7 Asset Management names. AMP ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	4,275	$1,961,199
2	HASI	HA Sustainable Infrastructure Capital, Inc.	6,550	$255,777
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	21,425	$251,529
4	NAD	Nuveen Quality Municipal Income Fund	20,620	$249,914
5	BXSL	Blackstone Secured Lending Fund	9,450	$224,059
6	AB	Alliancebernstein Holding L.P.	5,780	$203,571
7	ARCC	Ares Capital Corp	10,000	$185,300

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,961,199	4,275	-0.8%	Shares	Sole	2026-07-22
2026-03-31	$1,915,808	4,311	-0.3%	Shares	Sole	2026-04-15
2025-12-31	$2,120,230	4,324	-3.4%	Shares	Sole	2026-01-21
2025-09-30	$2,198,343	4,475	-2.3%	Shares	Sole	2025-10-17
2025-06-30	$2,444,483	4,580	-0.3%	Shares	Sole	2025-07-15
2025-03-31	$2,224,485	4,595	-3.3%	Shares	Sole	2025-04-30
2024-12-31	$2,530,107	4,752	-1.1%	Shares	Sole	2025-01-13
2024-09-30	$2,256,497	4,803	+1.5%	Shares	Sole	2024-10-08
2024-06-30	$2,021,890	4,733	+0.6%	Shares	Sole	2024-07-18
2024-03-31	$2,061,983	4,703	+2.4%	Shares	Sole	2024-05-03
2023-12-31	$1,744,179	4,592	+1.8%	Shares	Sole	2024-02-06
2023-09-30	$1,487,186	4,511	-5.9%	Shares	Sole	2023-10-10
2023-06-30	$1,592,707	4,795	+1.9%	Shares	Sole	2023-08-07
2023-03-31	$1,442,082	4,705	+4.9%	Shares	Sole	2023-05-04
2022-12-31	$1,396,183	4,484	+3.7%	Shares	Sole	2023-02-02
2022-09-30	$1,088,927	4,322	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$1,070,986	4,506	-0.4%	Shares	Sole	2022-08-01
2022-03-31	$1,359,129	4,525	+7.6%	Shares	Sole	2022-05-16
2021-09-30	$1,110,888	4,206	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,044,549	4,197	+4.4%	Shares	Sole	2021-08-16
2021-03-31	$934,913	4,022	+10.2%	Shares	Sole	2021-05-17
2020-12-31	$709,110	3,649	+3.0%	Shares	Sole	2021-02-12
2020-09-30	$546,011	3,543	+0.0%	Shares	Sole	2020-11-16
2020-06-30	$531,441	3,542	0.0%	Shares	Sole	2020-08-11
2020-03-31	$362,984	3,542	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.