Alley Investment Management Company, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1917618 LAKE FOREST, IL

Position in AMP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,282,234

-$11,618,253 QoQ

Shares Held

2,795

-90.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#574

of 1,371 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

Alley Investment Management Company, LLC holds $19,667,261 across 2 Asset Management names. AMP ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BLK	BlackRock, Inc.	19,120	$18,385,027
2	AMP	Ameriprise Financial Inc This page	2,795	$1,282,234

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,282,234	2,795	-90.4%	Shares	Sole	2026-07-23
2026-03-31	$12,900,487	29,029	-43.7%	Shares	Sole	2026-04-24
2025-12-31	$25,270,652	51,537	-0.8%	Shares	Sole	2026-01-27
2025-09-30	$25,530,753	51,971	-2.4%	Shares	Sole	2025-10-24
2025-06-30	$28,415,251	53,239	-5.7%	Shares	Sole	2025-07-18
2025-03-31	$27,339,628	56,474	+0.2%	Shares	Sole	2025-04-28
2024-12-31	$30,022,662	56,388	+0.9%	Shares	Sole	2025-02-06
2024-09-30	$26,253,452	55,881	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$23,999,961	56,181	-3.8%	Shares	Sole	2024-08-14
2024-03-31	$25,599,634	58,388	-0.1%	Shares	Sole	2024-05-10
2023-12-31	$22,204,481	58,459	+3.0%	Shares	Sole	2024-02-12
2023-09-30	$18,709,010	56,749	+0.4%	Shares	Sole	2023-10-27
2023-06-30	$18,771,025	56,512	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$17,348,206	56,601	+1.6%	Shares	Sole	2023-05-12
2022-12-31	$17,340,506	55,691	+0.7%	Shares	Sole	2023-02-08
2022-09-30	$13,931,575	55,295	-0.5%	Shares	Sole	2022-10-27
2022-06-30	$13,209,779	55,578	+0.5%	Shares	Sole	2022-08-05
2022-03-31	$16,608,706	55,296	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.