NORTHCAPE WEALTH MANAGEMENT, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1902806
WILLIAMSVILLE, NY
Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$596,388
+$18,668 QoQ
Shares Held
1,300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#736
of 1,371 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $1,055,127 across 2 Asset Management names. AMP ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
1,300 | $596,388 | |
| 2 | TROW |
Price T Rowe Group Inc
|
4,035 | $458,739 |
All Filings in AMP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,388 | 1,300 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $577,720 | 1,300 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $637,442 | 1,300 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $638,625 | 1,300 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $693,849 | 1,300 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $629,343 | 1,300 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $701,210 | 1,317 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $618,739 | 1,317 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $562,609 | 1,317 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $577,425 | 1,317 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $500,236 | 1,317 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $434,188 | 1,317 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $437,454 | 1,317 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $403,660 | 1,317 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $449,730 | 1,785 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $424,258 | 1,785 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $540,648 | 1,800 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||