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Proficio Capital Partners LLC

Position in AMP — Ameriprise Financial Inc

CIK 1654175 NEWTON, MA

Position in AMP

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$303,699
-$72,046 QoQ
Shares Held
662
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#950
of 1,372 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $26,017,727 across 15 Asset Management names. AMP ranks #12 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AMP

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $303,699 662
2025-06-30 $375,745 704
2025-03-31 $330,647 683
2024-12-31 $371,636 698
2024-09-30 $218,931 466
2024-06-30 $285,362 668
2024-03-31 $281,916 643
2023-12-31 $241,951 637