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TRANSCEND CAPITAL ADVISORS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1776082 MADISON, NJ

Position in AMP

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$780,809
-$185,316 QoQ
Shares Held
1,702
-21.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#675
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, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $69,663,957 across 28 Asset Management names. AMP ranks #15 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AMP

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $780,809 1,702
2026-03-31 $966,125 2,174
2025-12-31 $984,112 2,007
2025-09-30 $777,648 1,583
2025-06-30 $988,467 1,852
2025-03-31 $728,585 1,505
2024-12-31 $758,712 1,425
2024-09-30 $789,280 1,680
2024-06-30 $733,058 1,716
2024-03-31 $703,696 1,605
2023-12-31 $623,301 1,641
2023-09-30 $560,126 1,699
2023-06-30 $708,497 2,133
2023-03-31 $692,690 2,260
2022-12-31 $671,625 2,157
2022-09-30 $521,536 2,070
2022-06-30 $516,478 2,173
2022-03-31 $560,171 1,865