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Equibles

Bell Investment Advisors, Inc

Position in AMP — Ameriprise Financial Inc

CIK 1890149 ORINDA, CA
Back to AMP Full portfolio

Position in AMP

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$95,422
+$54,982 QoQ
Shares Held
208
+128.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,150
of 1,379 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMP Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $588,224 across 31 Asset Management names. AMP ranks #2 (16.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 125 $120,195
2 AMP
Ameriprise Financial Inc
This page 		208 $95,422
3 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 2,028 $61,123
4 PFG
Principal Financial Group Inc
 348 $37,507
5
606 $31,481
6 BX
Blackstone Inc.
 257 $30,241
7 STT
State Street Corp
 165 $27,984
8 CRBG
Corebridge Financial, Inc.
 952 $27,255

All Filings in AMP

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $95,422 208
2026-03-31 $40,440 91
2025-12-31 $45,111 92
2025-09-30 $45,195 92
2025-06-30 $49,103 92
2025-03-31 $44,054 91
2024-12-31 $48,451 91
2024-09-30 $42,752 91
2024-06-30 $39,728 93
2024-03-31 $40,774 93
2023-12-31 $35,324 93
2023-09-30 $30,330 92
2023-06-30 $32,551 98
2023-03-31 $29,424 96
2022-12-31 $31,759 102
2022-09-30 $17,384 69
2022-06-30 $13,310 56
2021-09-30 $20,601 78