KMG FIDUCIARY PARTNERS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1773205 TOLEDO, OH

Position in AMP

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$403,515

-$41,713 QoQ

Shares Held

908

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

KMG FIDUCIARY PARTNERS, LLC holds $12,781,405 across 4 Asset Management names. AMP ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	8,982	$8,638,079
2	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	364,289	$3,154,742
3	BX	Blackstone Inc.	5,088	$585,069
4	AMP	Ameriprise Financial Inc This page	908	$403,515

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$403,515	908	0.0%	Shares	Sole	2026-04-13
2025-12-31	$445,228	908	-9.1%	Shares	Sole	2026-01-14
2025-09-30	$490,758	999	0.0%	Shares	Sole	2025-10-10
2025-06-30	$533,196	999	0.0%	Shares	Sole	2025-07-10
2025-03-31	$483,625	999	0.0%	Shares	Sole	2025-04-14
2024-12-31	$531,897	999	0.0%	Shares	Sole	2025-01-15
2024-09-30	$469,340	999	-6.4%	Shares	Sole	2024-10-17
2024-06-30	$455,811	1,067	+9.3%	Shares	Sole	2024-07-18
2024-03-31	$427,917	976	0.0%	Shares	Sole	2024-04-10
2023-12-31	$370,714	976	-3.4%	Shares	Sole	2024-01-10
2023-09-30	$332,976	1,010	-4.8%	Shares	Sole	2023-10-25
2023-06-30	$352,421	1,061	+10.6%	Shares	Sole	2023-07-14
2023-03-31	$293,933	959	-23.8%	Shares	Sole	2023-04-13
2022-12-31	$392,014	1,259	0.0%	Shares	Sole	2023-01-12
2022-09-30	$317,205	1,259	0.0%	Shares	Sole	2022-10-27
2022-06-30	$299,239	1,259	0.0%	Shares	Sole	2022-07-13
2022-03-31	$378,153	1,259	-17.0%	Shares	Sole	2022-04-19
2021-09-30	$400,405	1,516	0.0%	Shares	Sole	2021-10-12
2021-06-30	$377,302	1,516	0.0%	Shares	Sole	2021-07-20
2021-03-31	$352,394	1,516	-7.5%	Shares	Sole	2021-04-08
2020-12-31	$318,506	1,639	+8.1%	Shares	Sole	2021-01-13
2020-09-30	$233,630	1,516	0.0%	Shares	Sole	2020-10-13
2020-06-30	$227,460	1,516	-31.0%	Shares	Sole	2020-07-22
2020-03-31	$225,148	2,197	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.