Applied Finance Capital Management, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1966007 SAN JUAN, PR

Position in AMP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$17,903,109

-$2,207,768 QoQ

Shares Held

39,025

-13.8% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#173

of 1,371 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $19,053,845 across 2 Asset Management names. AMP ranks #1 (94.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMP	Ameriprise Financial Inc This page	39,025	$17,903,109
2	STT	State Street Corp	6,785	$1,150,736

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,903,109	39,025	-13.8%	Shares	Sole	2026-07-28
2026-03-31	$20,110,877	45,254	-1.1%	Shares	Sole	2026-05-04
2025-12-31	$22,428,641	45,741	+3.8%	Shares	Sole	2026-02-05
2025-09-30	$21,657,738	44,087	-12.4%	Shares	Sole	2025-11-06
2025-06-30	$26,857,293	50,320	+12.7%	Shares	Sole	2025-07-29
2025-03-31	$21,616,963	44,653	-53.7%	Shares	Sole	2025-05-07
2024-12-31	$51,298,565	96,348	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$45,133,237	96,067	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$40,902,160	95,747	+42.2%	Shares	Sole	2024-07-31
2024-03-31	$29,519,726	67,329	+12.5%	Shares	Sole	2024-05-07
2023-12-31	$22,734,344	59,854	+10.8%	Shares	Sole	2024-02-08
2023-09-30	$17,812,940	54,031	+4.9%	Shares	Sole	2023-11-08
2023-06-30	$17,104,911	51,496	+5.4%	Shares	Sole	2023-08-14
2023-03-31	$14,976,509	48,863	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$15,082,762	48,440	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.