CERTUITY, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1800752 NORTH PALM BEACH, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,538,681

+$286,807 QoQ

Shares Held

3,354

+19.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#540

of 1,380 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CERTUITY, LLC holds $22,760,524 across 21 Asset Management names. AMP ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OBDC	Blue Owl Capital Corp	562,235	$6,111,494
2	PHYS	Sprott Physical Gold Trust	196,585	$5,930,969
3	TYG	Tortoise Energy Infrastructure Corp	85,000	$3,643,950
4	AMP	Ameriprise Financial Inc This page	3,354	$1,538,681
5	STT	State Street Corp	4,150	$703,840
6	NTRS	Northern Trust Corp	3,429	$596,097
7	SEIC	Sei Investments Co	6,362	$558,011
8	TROW	Price T Rowe Group Inc	4,555	$517,857

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,538,681	3,354	+19.1%	Shares	Sole	2026-07-28
2026-03-31	$1,251,874	2,817	-2.7%	Shares	Sole	2026-05-11
2025-12-31	$1,419,043	2,894	+21.7%	Shares	Sole	2026-01-30
2025-09-30	$1,168,192	2,378	-5.4%	Shares	Sole	2025-11-13
2025-06-30	$1,341,263	2,513	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$1,229,155	2,539	-11.7%	Shares	Sole	2025-05-13
2024-12-31	$1,530,736	2,875	+58.1%	Shares	Sole	2025-01-29
2024-09-30	$854,584	1,819	-32.4%	Shares	Sole	2024-11-12
2024-06-30	$1,149,568	2,691	+8.6%	Shares	Sole	2024-08-06
2024-03-31	$1,086,015	2,477	+4.0%	Shares	Sole	2024-05-15
2023-12-31	$904,375	2,381	+62.2%	Shares	Sole	2024-02-05
2023-09-30	$483,970	1,468	+25.3%	Shares	Sole	2023-11-03
2023-06-30	$389,291	1,172	+76.8%	Shares	Sole	2023-08-09
2023-03-31	$203,209	663	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.