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Equibles

Zhang Financial LLC

Position in AMP — Ameriprise Financial Inc

CIK 1776290 PORTAGE, MI
Back to AMP Full portfolio

Position in AMP

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$3,815,506
+$818,917 QoQ
Shares Held
8,317
+23.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#363
of 1,379 holders
Holding Since
Jun 2023
13 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, 2026

Zhang Financial LLC holds $10,784,791 across 9 Asset Management names. AMP ranks #1 (35.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
This page 		8,317 $3,815,506
2 APO
Apollo Global Management, Inc.
 15,352 $1,816,295
3 BLK
BlackRock, Inc.
 1,298 $1,248,104
4 BX
Blackstone Inc.
 10,028 $1,179,994
5 KKR
KKR & Co. Inc.
 12,740 $1,169,277
6 STT
State Street Corp
 3,284 $556,966
7 CG
Carlyle Group Inc.
 12,734 $536,228
8 ARES
Ares Management Corp
 2,705 $301,093

All Filings in AMP

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,815,506 8,317
2026-03-31 $2,996,589 6,743
2025-12-31 $2,700,792 5,508
2025-09-30 $2,285,786 4,653
2025-06-30 $2,186,158 4,096
2025-03-31 $2,137,829 4,416
2024-12-31 $1,843,272 3,462
2024-09-30 $1,537,218 3,272
2024-06-30 $1,228,598 2,876
2024-03-31 $1,174,580 2,679
2023-12-31 $654,826 1,724
2023-09-30 $501,443 1,521
2023-06-30 $366,040 1,102