OneAscent Investment Solutions LLC
Position in AMP — Ameriprise Financial Inc
CIK 1974438
BIRMINGHAM, AL
Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$500,048
+$5,876 QoQ
Shares Held
1,090
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#787
of 1,371 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OneAscent Investment Solutions LLC holds $1,620,035 across 3 Asset Management names. AMP ranks #2 (30.9% of the industry book) .
All Filings in AMP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,048 | 1,090 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $494,172 | 1,112 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $413,356 | 843 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $414,123 | 843 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $328,243 | 615 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $298,695 | 617 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||