NewEdge Advisors, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1633516 NEW ORLEANS, LA

Position in AMP

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$7,064,182

-$1,176,472 QoQ

Shares Held

15,896

-5.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 3.742844561867019.ToString("F0")% Shared 0.ToString("F0")% None 96.25715543813298.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Advisors, LLC holds $298,866,626 across 303 Asset Management names. AMP ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	71,807	$69,057,509
2	BX	Blackstone Inc.	90,619	$10,420,278
3	AMP	Ameriprise Financial Inc This page	15,896	$7,064,182
4	PDI	PIMCO Dynamic Income Fund	385,169	$6,590,241
5	KKR	KKR & Co. Inc.	64,649	$5,980,032
6	RJF	Raymond James Financial Inc	31,020	$4,491,385
7	NAD	Nuveen Quality Municipal Income Fund	387,632	$4,457,768
8	IQI	Invesco Quality Municipal Income Trust	455,485	$4,381,765

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,064,182	15,896	-5.4%	Shares	Sole	2026-06-03
2025-12-31	$8,240,654	16,806	+27.8%	Shares	Sole	2026-02-18
2025-09-30	$6,462,393	13,155	+1.5%	Shares	Sole	2025-11-17
2025-06-30	$6,917,674	12,961	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$6,654,091	13,745	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$7,292,693	13,697	+54.4%	Shares	Sole	2025-02-13
2024-09-30	$4,168,624	8,873	-3.2%	Shares	Sole	2024-11-14
2024-06-30	$3,915,623	9,166	+9.4%	Shares	Sole	2024-08-16
2024-03-31	$3,672,811	8,377	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$3,225,516	8,492	+6.9%	Shares	Sole	2024-02-13
2023-09-30	$2,618,977	7,944	+6.1%	Shares	Sole	2023-11-14
2023-06-30	$2,485,885	7,484	-12.4%	Shares	Sole	2023-08-14
2023-03-31	$2,618,736	8,544	-7.2%	Shares	Sole	2023-05-12
2022-12-31	$2,865,538	9,203	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$2,293,248	9,102	+7.6%	Shares	Sole	2022-11-14
2022-06-30	$2,010,535	8,459	+182.6%	Shares	Sole	2022-08-09
2021-09-30	$790,511	2,993	+3.9%	Shares	Sole	2021-10-29
2021-06-30	$716,774	2,880	+2.0%	Shares	Sole	2021-07-22
2021-03-31	$656,438	2,824	-6.4%	Shares	Sole	2021-04-26
2020-12-31	$586,099	3,016	-4.7%	Shares	Sole	2021-01-27
2020-09-30	$487,912	3,166	-7.8%	Shares	Sole	2020-11-03
2020-06-30	$515,087	3,433	-17.0%	Shares	Sole	2020-07-29
2020-03-31	$423,754	4,135	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.