Interchange Capital Partners, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1845998 PITTSBURGH, PA

Position in AMP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$256,905

+$10,263 QoQ

Shares Held

560

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,004

of 1,378 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Interchange Capital Partners, LLC holds $11,189,372 across 6 Asset Management names. AMP ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASST	Strive, Inc.	882,086	$9,623,558
2	BLK	BlackRock, Inc.	481	$462,510
3	STT	State Street Corp	2,008	$340,556
4	NTRS	Northern Trust Corp	1,733	$301,264
5	AMP	Ameriprise Financial Inc This page	560	$256,905
6			3,938	$204,579

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,905	560	+0.9%	Shares	Sole	2026-07-20
2026-03-31	$246,642	555	-41.0%	Shares	Sole	2026-04-24
2025-12-31	$460,919	940	+6.5%	Shares	Sole	2026-01-30
2025-09-30	$433,773	883	+9.6%	Shares	Sole	2025-11-12
2025-06-30	$430,186	806	+2.2%	Shares	Sole	2025-07-31
2025-03-31	$381,962	789	+62.3%	Shares	Sole	2025-04-30
2024-12-31	$258,760	486	-3.4%	Shares	Sole	2025-02-11
2024-09-30	$236,314	503	-3.3%	Shares	Sole	2024-10-28
2024-06-30	$222,138	520	-46.1%	Shares	Sole	2024-07-31
2022-12-31	$300,472	965	-55.9%	Shares	Sole	2023-02-14
2022-09-30	$550,762	2,186	-26.3%	Shares	Sole	2022-11-07
2022-06-30	$705,434	2,968	-2.3%	Shares	Sole	2022-08-05
2022-03-31	$912,193	3,037	+0.0%	Shares	Sole	2022-05-13
2021-03-31	$705,718	3,036	-17.8%	Shares	Sole	2021-05-05
2020-12-31	$717,660	3,693	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.