Resonant Capital Advisors, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1803236 Madison, WI

Position in AMP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$290,853

+$15,770 QoQ

Shares Held

634

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#960

of 1,372 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $5,975,422 across 5 Asset Management names. AMP ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	23,517	$4,088,195
2	BLK	BlackRock, Inc.	925	$889,443
3	APO	Apollo Global Management, Inc.	3,447	$407,814
4	BX	Blackstone Inc.	2,542	$299,117
5	AMP	Ameriprise Financial Inc This page	634	$290,853

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,853	634	+2.4%	Shares	Sole	2026-07-27
2026-03-31	$275,083	619	+13.0%	Shares	Sole	2026-04-29
2025-12-31	$268,706	548	-3.7%	Shares	Sole	2026-01-29
2025-09-30	$279,521	569	-7.9%	Shares	Sole	2025-10-29
2025-06-30	$329,845	618	+16.4%	Shares	Sole	2025-07-31
2025-03-31	$257,062	531	+3.3%	Shares	Sole	2025-04-28
2024-12-31	$273,669	514	+3.0%	Shares	Sole	2025-01-24
2024-09-30	$234,435	499	-23.1%	Shares	Sole	2024-10-18
2024-06-30	$277,246	649	+4.8%	Shares	Sole	2024-08-01
2024-03-31	$271,394	619	+4.7%	Shares	Sole	2024-05-01
2023-12-31	$224,479	591	-2.6%	Shares	Sole	2024-01-31
2023-09-30	$200,115	607	—	Shares	Sole	2023-10-31
No filing history on record for this holder in this stock.