Procyon Advisors, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1804329 SHELTON, CT

Position in AMP

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$2,458,420

-$654,258 QoQ

Shares Held

5,532

-12.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

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

Financial Services · as of Mar 31, 2026

Procyon Advisors, LLC holds $10,048,761 across 25 Asset Management names. AMP ranks #1 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	5,532	$2,458,420
2	PFG	Principal Financial Group Inc	14,156	$1,275,597
3	BX	Blackstone Inc.	6,211	$714,202
4	APO	Apollo Global Management, Inc.	5,666	$631,305
5	NCDL	Nuveen Churchill Direct Lending Corp.	39,584	$503,508
6	AMG	Affiliated Managers Group, Inc.	1,741	$481,734
7	SEIC	Sei Investments Co	5,909	$463,679
8	KKR	KKR & Co. Inc.	3,636	$336,330

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,458,420	5,532	-12.9%	Shares	Sole	2026-05-04
2025-12-31	$3,112,678	6,348	+106.8%	Shares	Sole	2026-01-07
2025-09-30	$1,508,137	3,070	-16.8%	Shares	Sole	2025-10-28
2025-06-30	$1,970,531	3,692	-43.7%	Shares	Sole	2025-07-09
2025-03-31	$3,174,793	6,558	+5.9%	Shares	Sole	2025-04-11
2024-12-31	$3,296,806	6,192	+6.5%	Shares	Sole	2025-01-15
2024-09-30	$2,730,535	5,812	-0.9%	Shares	Sole	2024-10-11
2024-06-30	$2,505,896	5,866	+5.3%	Shares	Sole	2024-08-02
2024-03-31	$2,443,426	5,573	+3.2%	Shares	Sole	2024-04-15
2023-12-31	$2,050,322	5,398	+7.4%	Shares	Sole	2024-01-18
2023-09-30	$1,657,301	5,027	+78.5%	Shares	Sole	2023-10-10
2023-06-30	$935,694	2,817	+82.1%	Shares	Sole	2023-07-17
2023-03-31	$474,155	1,547	-17.9%	Shares	Sole	2023-04-10
2022-12-31	$586,621	1,884	+14.5%	Shares	Sole	2023-01-19
2022-09-30	$414,709	1,646	-6.1%	Shares	Sole	2022-10-17
2022-06-30	$416,415	1,752	+0.8%	Shares	Sole	2022-07-11
2022-03-31	$522,025	1,738	+68.7%	Shares	Sole	2022-04-18
2021-09-30	$272,043	1,030	+5.2%	Shares	Sole	2021-10-14
2021-06-30	$243,653	979	+12.5%	Shares	Sole	2021-07-22
2021-03-31	$202,231	870	+0.9%	Shares	Sole	2021-04-29
2020-06-30	$129,334	862	+53.9%	Shares	Sole	2020-08-14
2020-03-31	$57,388	560	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.