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Royal Fund Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1810099 Lady Lake, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$294,982
+$9,678 QoQ
Shares Held
643
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#955
of 1,372 holders
Holding Since
Mar 2020
13 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

Royal Fund Management, LLC holds $7,388,364 across 2 Asset Management names. AMP ranks #2 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMP
Ameriprise Financial Inc
This page
643 $294,982

All Filings in AMP

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $294,982 643
2026-03-31 $285,304 642
2025-12-31 $315,288 643
2025-06-30 $339,452 636
2025-03-31 $306,925 634
2024-12-31 $336,495 632
2024-09-30 $296,450 631
2024-06-30 $268,702 629
2024-03-31 $274,901 627
2023-12-31 $237,393 625
2023-09-30 $205,390 623
2023-06-30 $228,526 688
2020-03-31 $6,763 66