CSM Advisors, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1863523 WARRENDALE, PA

Position in AMP

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

Position Value

$25,445,582

+$520,964 QoQ

Shares Held

55,466

-1.1% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $39,322,906 across 6 Asset Management names. AMP ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	55,466	$25,445,582
2	WT	WisdomTree, Inc.	551,313	$9,339,242
3	BN	BROOKFIELD Corp /ON/	65,000	$2,768,350
4	AMG	Affiliated Managers Group, Inc.	3,805	$1,287,612
5	CG	Carlyle Group Inc.	6,280	$264,450
6			4,190	$217,670

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,445,582	55,466	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$24,924,618	56,086	-13.2%	Shares	Sole	2026-05-15
2025-12-31	$31,672,041	64,592	+20.5%	Shares	Sole	2026-02-11
2025-09-30	$26,329,035	53,596	+32.7%	Shares	Sole	2025-11-14
2025-06-30	$21,564,293	40,403	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.