Steward Partners Investment Advisory, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1723397
STAMFORD, CT
Position in AMP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,122,223
+$224,635 QoQ
Shares Held
4,626
+8.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#461
of 1,371 holders
Holding Since
Mar 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, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. AMP ranks #44 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,122,223 | 4,626 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,897,588 | 4,270 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,605,863 | 3,275 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,585,755 | 3,228 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,692,991 | 3,172 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,532,692 | 3,166 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,178,703 | 4,092 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,441,564 | 13,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,538,091 | 12,964 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,694,458 | 12,988 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,967,796 | 13,079 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,315,181 | 13,089 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,365,246 | 13,142 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,043,041 | 13,191 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,085,485 | 13,121 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,355,218 | 13,317 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,171,126 | 13,342 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,025,124 | 13,401 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $3,649,346 | 13,817 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,395,220 | 13,642 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,181,310 | 13,686 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,654,353 | 13,659 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,097,128 | 13,608 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,200,336 | 14,665 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,521,008 | 14,842 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||