GREAT VALLEY ADVISOR GROUP, INC.

Position in AMP — Ameriprise Financial Inc

CIK 1769897 WILMINGTON, DE

Position in AMP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$595,051

-$73,772 QoQ

Shares Held

1,339

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 2.165795369678865.ToString("F0")% Shared 0.ToString("F0")% None 97.83420463032112.ToString("F0")%

Financial Services · as of Mar 31, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $36,076,436 across 32 Asset Management names. AMP ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMF	Templeton Emerging Markets Fund	969,379	$16,954,438
2	PSLV	Sprott Physical Silver Trust	228,424	$5,571,261
3	BLK	BlackRock, Inc.	3,343	$3,214,996
4	PHYS	Sprott Physical Gold Trust	74,925	$2,655,342
5	BX	Blackstone Inc.	13,723	$1,578,007
6	AMP	Ameriprise Financial Inc This page	1,339	$595,051
7	RJF	Raymond James Financial Inc	4,074	$589,874
8	AMG	Affiliated Managers Group, Inc.	1,844	$510,234

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$595,051	1,339	-1.8%	Shares	Sole	2026-05-11
2025-12-31	$668,823	1,364	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$667,608	1,359	+48.4%	Shares	Sole	2025-11-14
2025-06-30	$488,896	916	-23.2%	Shares	Sole	2025-08-14
2025-03-31	$577,058	1,192	+10.0%	Shares	Sole	2025-05-08
2024-12-31	$577,154	1,084	+8.5%	Shares	Sole	2025-02-24
2024-09-30	$469,340	999	+2.5%	Shares	Sole	2024-11-12
2024-06-30	$416,510	975	-3.7%	Shares	Sole	2024-07-16
2024-03-31	$443,701	1,012	+2.1%	Shares	Sole	2024-05-06
2023-12-31	$376,411	991	+18.1%	Shares	Sole	2024-02-06
2023-09-30	$276,601	839	+3.2%	Shares	Sole	2023-11-07
2023-06-30	$270,046	813	+0.9%	Shares	Sole	2023-08-10
2023-03-31	$247,039	806	+0.2%	Shares	Sole	2023-05-03
2022-12-31	$250,341	804	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.