NorthRock Partners, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1632097 MINNEAPOLIS, MN

Position in AMP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,156,197

+$547,525 QoQ

Shares Held

15,599

+4.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#273

of 1,374 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NorthRock Partners, LLC holds $19,090,439 across 23 Asset Management names. AMP ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	15,599	$7,156,197
2	BLK	BlackRock, Inc.	2,723	$2,618,327
3	PCN	Pimco Corporate & Income Strategy Fund	145,358	$1,737,028
4	BX	Blackstone Inc.	10,712	$1,260,481
5	OTF	Blue Owl Technology Finance Corp.	80,772	$835,990
6	APO	Apollo Global Management, Inc.	5,464	$646,445
7	STK	Columbia Seligman Premium Technology Growth Fund, Inc.	10,095	$543,817
8	STT	State Street Corp	3,180	$539,328

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,156,197	15,599	+4.9%	Shares	Sole	2026-08-11
2026-03-31	$6,608,672	14,871	+4.6%	Shares	Sole	2026-05-15
2025-12-31	$6,973,125	14,221	-4.8%	Shares	Sole	2026-02-17
2025-09-30	$7,340,257	14,942	+36.4%	Shares	Sole	2025-11-14
2025-06-30	$5,847,012	10,955	+8.9%	Shares	Sole	2025-11-14
2025-03-31	$4,869,178	10,058	-61.7%	Shares	Sole	2025-05-08
2024-12-31	$13,991,195	26,278	-10.7%	Shares	Sole	2025-04-22
2024-09-30	$13,819,461	29,415	+1.9%	Shares	Sole	2025-04-22
2024-06-30	$12,329,130	28,861	+0.1%	Shares	Sole	2025-04-22
2024-03-31	$12,639,786	28,829	-13.2%	Shares	Sole	2025-04-22
2023-12-31	$12,620,611	33,227	+7.8%	Shares	Sole	2025-04-22
2023-09-30	$10,160,078	30,818	+3.3%	Shares	Sole	2023-10-24
2023-06-30	$9,913,647	29,846	-0.3%	Shares	Sole	2023-08-02
2023-03-31	$9,173,851	29,931	+10.1%	Shares	Sole	2023-05-04
2022-12-31	$8,463,347	27,181	-15.3%	Shares	Sole	2023-02-01
2022-09-30	$8,084,319	32,087	+2.7%	Shares	Sole	2022-11-02
2022-06-30	$7,428,450	31,254	+14.3%	Shares	Sole	2022-08-04
2022-03-31	$8,210,340	27,335	-36.8%	Shares	Sole	2022-05-05
2021-09-30	$11,415,002	43,219	-11.2%	Shares	Sole	2021-11-12
2021-06-30	$12,111,745	48,665	+2.5%	Shares	Sole	2021-08-12
2021-03-31	$11,036,726	47,480	+14.5%	Shares	Sole	2021-05-11
2020-12-31	$8,055,367	41,452	-41.6%	Shares	Sole	2021-02-08
2020-09-30	$10,937,957	70,975	+1.3%	Shares	Sole	2020-11-12
2020-06-30	$10,514,053	70,075	-2.8%	Shares	Sole	2020-08-13
2020-03-31	$7,386,963	72,082	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.