BFSG, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1706836 IRVINE, CA

Position in AMP

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$2,761,501

-$174,654 QoQ

Shares Held

6,214

+3.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

BFSG, LLC holds $5,055,330 across 25 Asset Management names. AMP ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	6,214	$2,761,501
2	STT	State Street Corp	2,636	$333,612
3	CG	Carlyle Group Inc.	5,266	$254,821
4	DBRG	DigitalBridge Group, Inc.	16,361	$252,286
5	OBDC	Blue Owl Capital Corp	22,427	$248,042
6	OCSL	Oaktree Specialty Lending Corp	21,386	$241,661
7	BN	BROOKFIELD Corp /ON/	5,403	$218,659
8	BBDC	Barings BDC, Inc.	23,185	$190,812

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,761,501	6,214	+3.8%	Shares	Sole	2026-04-29
2025-12-31	$2,936,155	5,988	+2.4%	Shares	Sole	2026-01-22
2025-09-30	$2,871,847	5,846	+14.0%	Shares	Sole	2025-10-29
2025-06-30	$2,735,899	5,126	+6.3%	Shares	Sole	2025-07-15
2025-03-31	$2,333,894	4,821	+6.2%	Shares	Sole	2025-04-18
2024-12-31	$2,416,167	4,538	+1.4%	Shares	Sole	2025-01-31
2024-09-30	$2,103,339	4,477	+13.1%	Shares	Sole	2024-10-16
2024-06-30	$1,690,390	3,957	+111.6%	Shares	Sole	2024-07-29
2024-03-31	$819,882	1,870	+25.4%	Shares	Sole	2024-04-23
2023-12-31	$566,326	1,491	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.