Narus Financial Partners, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1698091
SALT LAKE CITY, UT
Position in AMP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$246,812
-$5,162 QoQ
Shares Held
538
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,023
of 1,372 holders
Holding Since
Mar 2024
10 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, 2026Narus Financial Partners, LLC holds $456,620 across 2 Asset Management names. AMP ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
538 | $246,812 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
620 | $209,808 |
All Filings in AMP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,812 | 538 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $251,974 | 567 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $314,798 | 642 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $347,805 | 708 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $354,396 | 664 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $353,400 | 730 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $384,946 | 723 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $278,597 | 593 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $204,624 | 479 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $210,012 | 479 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||