AUA CAPITAL MANAGEMENT, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1706915
MECHANICSBURG, PA
Position in AMP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$264,704
+$8,286 QoQ
Shares Held
577
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#989
of 1,371 holders
Holding Since
Mar 2020
22 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, 2026AUA CAPITAL MANAGEMENT, LLC holds $560,998 across 2 Asset Management names. AMP ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
15,990 | $296,294 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
577 | $264,704 |
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,704 | 577 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $256,418 | 577 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $282,926 | 577 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $283,451 | 577 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $307,962 | 577 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $279,331 | 577 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $307,212 | 577 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $271,080 | 577 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $258,022 | 604 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $264,817 | 604 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $219,161 | 577 | Shares | Sole | 2024-01-09 | |
| 2022-12-31 | $179,660 | 577 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $168,806 | 670 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $159,245 | 670 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $201,241 | 670 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $176,960 | 670 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $166,749 | 670 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $155,741 | 670 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $130,201 | 670 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $103,253 | 670 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $100,526 | 670 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $68,661 | 670 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||