Trifecta Capital Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1962615
NORTHBROOK, IL
Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$578,955
+$19,011 QoQ
Shares Held
1,262
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#741
of 1,372 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $6,256,714 across 6 Asset Management names. AMP ranks #2 (9.3% of the industry book) .
All Filings in AMP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,955 | 1,262 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $559,944 | 1,260 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $617,828 | 1,260 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $618,975 | 1,260 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $676,769 | 1,268 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $50,831 | 105 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $55,905 | 105 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $64,833 | 138 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $44,854 | 105 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $46,036 | 105 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $39,882 | 105 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $34,616 | 105 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $34,876 | 105 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,182 | 105 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $32,693 | 105 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||