EverSource Wealth Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1710537
BIRMINGHAM, AL
Position in AMP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$785,851
-$239,819 QoQ
Shares Held
1,713
-25.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#673
of 1,374 holders
Holding Since
Mar 2022
18 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, 2026EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. AMP ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
254,392 | $30,097,113 | |
| 2 | KKR |
KKR & Co. Inc.
|
108,313 | $9,940,961 | |
| 3 | BX |
Blackstone Inc.
|
63,714 | $7,497,219 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
167,767 | $3,165,763 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
82,485 | $2,488,572 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
29,499 | $1,186,744 | |
| 7 | BLK |
BlackRock, Inc.
|
1,156 | $1,111,559 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
1,713 | $785,851 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,851 | 1,713 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,025,670 | 2,308 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $897,807 | 1,831 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $660,729 | 1,345 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $730,673 | 1,369 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $553,335 | 1,143 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $549,463 | 1,032 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $478,734 | 1,019 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $426,331 | 998 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $304,273 | 694 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $261,700 | 689 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $221,212 | 671 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $239,817 | 722 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $203,821 | 665 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $215,778 | 693 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $202,567 | 804 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $214,386 | 902 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $252,902 | 842 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||