DAYMARK WEALTH PARTNERS, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1956824 CINCINNATI, OH

Position in AMP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,445,094

+$98,118 QoQ

Shares Held

3,150

+3.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#554

of 1,374 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $24,465,279 across 30 Asset Management names. AMP ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	9,477	$9,112,704
2	VCTR	Victory Capital Holdings, Inc.	27,137	$2,281,136
3	BX	Blackstone Inc.	19,120	$2,249,850
4	AMP	Ameriprise Financial Inc This page	3,150	$1,445,094
5	GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	82,107	$1,187,267
6	KKR	KKR & Co. Inc.	9,731	$893,111
7	CG	Carlyle Group Inc.	15,831	$666,643
8	MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	38,142	$579,758

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,445,094	3,150	+3.9%	Shares	Sole	2026-07-31
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.