Aaron Wealth Advisors LLC

Position in AMP — Ameriprise Financial Inc

CIK 1812198 Chicago, IL

Position in AMP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$284,889

-$272,388 QoQ

Shares Held

621

-50.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#971

of 1,374 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $8,532,950 across 12 Asset Management names. AMP ranks #10 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	12,146	$2,059,961
2	NTRS	Northern Trust Corp	9,613	$1,671,123
3	BLK	BlackRock, Inc.	1,491	$1,433,685
4	JHG	Janus Henderson Group Ltd.	12,948	$672,648
5	APO	Apollo Global Management, Inc.	3,995	$472,648
6	KKR	KKR & Co. Inc.	4,608	$422,922
7	RJF	Raymond James Financial Inc	2,333	$354,685
8	BN	BROOKFIELD Corp /ON/	7,653	$325,941

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,889	621	-50.5%	Shares	Sole	2026-07-16
2026-03-31	$557,277	1,254	-18.9%	Shares	Sole	2026-04-21
2025-12-31	$758,065	1,546	+30.1%	Shares	Sole	2026-01-21
2025-09-30	$583,605	1,188	+24.5%	Shares	Sole	2025-10-03
2025-06-30	$509,178	954	+5.5%	Shares	Sole	2025-07-09
2025-03-31	$437,635	904	+1.3%	Shares	Sole	2025-04-28
2024-12-31	$474,927	892	+8.9%	Shares	Sole	2025-01-15
2024-09-30	$384,774	819	+12.2%	Shares	Sole	2024-10-17
2024-06-30	$311,848	730	+5.3%	Shares	Sole	2024-07-22
2024-03-31	$303,838	693	+8.8%	Shares	Sole	2024-04-25
2023-12-31	$241,951	637	-14.6%	Shares	Sole	2024-01-26
2023-06-30	$247,791	746	+12.7%	Shares	Sole	2023-07-26
2023-03-31	$202,903	662	-99.3%	Shares	Sole	2023-05-02
2022-03-31	$314,000	94,313	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.