CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in AMP — Ameriprise Financial Inc
CIK 1766904
RICHMOND, VA
Position in AMP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$193,591
-$155,705 QoQ
Shares Held
422
-46.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#322
of 457 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,375,419 across 18 Asset Management names. AMP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
632 | $607,699 | |
| 2 | BX |
Blackstone Inc.
|
2,969 | $349,358 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
4,762 | $213,572 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
422 | $193,591 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,091 | $191,907 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,164 | $137,709 | |
| 7 | NTRS |
Northern Trust Corp
|
774 | $134,549 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
10,563 | $124,009 |
All Filings in AMP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,591 | 422 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $349,296 | 786 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $368,240 | 751 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $361,065 | 735 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $398,691 | 747 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $354,848 | 733 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $386,007 | 725 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,056,598 | 2,249 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $935,970 | 2,191 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $950,096 | 2,167 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $886,521 | 2,334 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $584,521 | 1,773 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $488,275 | 1,470 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $203,516 | 664 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $209,863 | 674 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $158,294 | 666 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||