DAYMARK WEALTH PARTNERS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1956824 CINCINNATI, OH

Position in AMP

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,346,976

+$249,596 QoQ

Shares Held

3,031

+35.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

DAYMARK WEALTH PARTNERS, LLC holds $23,492,583 across 26 Asset Management names. AMP ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	9,296	$8,940,056
2	BX	Blackstone Inc.	20,026	$2,302,789
3	VCTR	Victory Capital Holdings, Inc.	32,150	$2,105,182
4	AMP	Ameriprise Financial Inc This page	3,031	$1,346,976
5	GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	82,307	$1,193,451
6	KKR	KKR & Co. Inc.	10,904	$1,008,620
7	CG	Carlyle Group Inc.	20,694	$1,001,382
8	MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	37,840	$555,869

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,346,976	3,031	+35.4%	Shares	Sole	2026-05-11
2025-12-31	$1,097,380	2,238	+4.3%	Shares	Sole	2026-01-12
2025-09-30	$1,054,222	2,146	+124.5%	Shares	Sole	2025-10-22
2025-06-30	$510,245	956	+3.8%	Shares	Sole	2025-08-04
2025-03-31	$445,865	921	-1.0%	Shares	Sole	2025-04-23
2024-12-31	$495,159	930	+1.1%	Shares	Sole	2025-01-17
2024-09-30	$432,225	920	0.0%	Shares	Sole	2024-10-08
2024-06-30	$393,014	920	+11.8%	Shares	Sole	2024-08-14
2024-03-31	$360,836	823	-0.6%	Shares	Sole	2024-04-10
2023-12-31	$314,499	828	+0.6%	Shares	Sole	2024-01-09
2023-09-30	$271,326	823	-5.2%	Shares	Sole	2023-10-10
2023-06-30	$288,314	868	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.