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Sun Financial Inc

Position in AMP — Ameriprise Financial Inc

CIK 2067342 MIDVALE, UT

Position in AMP

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$254,611
-$6,696 QoQ
Shares Held
555
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,003
of 1,371 holders
Holding Since
Dec 2025
3 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, 2026

Sun Financial Inc holds $779,991 across 3 Asset Management names. AMP ranks #3 (32.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AMP
Ameriprise Financial Inc
This page
555 $254,611

All Filings in AMP

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $254,611 555
2026-03-31 $261,307 588
2025-12-31 $306,952 626