44 WEALTH MANAGEMENT LLC

Position in AMP — Ameriprise Financial Inc

CIK 1831187 EUGENE, OR

Position in AMP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,112,493

-$49,613 QoQ

Shares Held

2,425

-7.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#607

of 1,380 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $5,086,394 across 5 Asset Management names. AMP ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,177	$2,093,316
2	BCX	BlackRock Resources & Commodities Strategy Trust	101,653	$1,149,695
3	AMP	Ameriprise Financial Inc This page	2,425	$1,112,493
4	CG	Carlyle Group Inc.	11,829	$498,119
5	NTRS	Northern Trust Corp	1,339	$232,771

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,112,493	2,425	-7.3%	Shares	Sole	2026-08-14
2026-03-31	$1,162,106	2,615	-4.9%	Shares	Sole	2026-05-15
2025-12-31	$1,347,944	2,749	-0.7%	Shares	Sole	2026-02-09
2025-09-30	$1,359,780	2,768	-2.5%	Shares	Sole	2025-11-14
2025-06-30	$1,515,793	2,840	-0.9%	Shares	Sole	2025-08-15
2025-03-31	$1,386,975	2,865	+10.2%	Shares	Sole	2025-04-29
2024-12-31	$1,384,318	2,600	-4.7%	Shares	Sole	2025-02-03
2024-09-30	$1,282,111	2,729	—	Shares	Sole	2024-10-25
No filing history on record for this holder in this stock.