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Coastal Bridge Advisors, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1665976 WESTPORT, CT

Position in AMP

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$927,153
-$211,399 QoQ
Shares Held
2,021
-21.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#634
of 1,371 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Coastal Bridge Advisors, LLC holds $68,788,149 across 16 Asset Management names. AMP ranks #10 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AMP

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $927,153 2,021
2026-03-31 $1,138,552 2,562
2025-12-31 $1,702,950 3,473
2025-09-30 $1,702,672 3,466
2025-06-30 $1,918,759 3,595
2025-03-31 $1,711,812 3,536
2024-12-31 $797,047 1,497
2024-09-30 $702,365 1,495
2024-06-30 $637,794 1,493
2024-03-31 $653,275 1,490
2023-12-31 $565,187 1,488
2023-09-30 $489,574 1,485
2023-06-30 $492,261 1,482
2023-03-31 $453,313 1,479
2022-12-31 $464,252 1,491
2022-09-30 $371,374 1,474
2022-06-30 $349,627 1,471
2022-03-31 $440,628 1,467
2021-12-31 $441,931 1,465
2021-09-30 $386,143 1,462
2021-06-30 $363,115 1,459
2021-03-31 $338,447 1,456
2020-12-31 $282,361 1,453
2020-09-30 $227,004 1,473
2020-06-30 $220,408 1,469