LOWE BROCKENBROUGH & CO INC

Position in AMP — Ameriprise Financial Inc

CIK 22657 RICHMOND, VA

Position in AMP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$15,670,782

+$626,509 QoQ

Shares Held

34,159

+0.9% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LOWE BROCKENBROUGH & CO INC holds $35,920,981 across 10 Asset Management names. AMP ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	34,159	$15,670,782
2	IVZ	Invesco Ltd.	127,698	$11,007,173
3	BLK	BlackRock, Inc.	2,778	$2,671,213
4	NTRS	Northern Trust Corp	10,123	$1,759,782
5	STT	State Street Corp	29,293	$1,570,397
6	TROW	Price T Rowe Group Inc	9,584	$1,089,604
7	BX	Blackstone Inc.	7,319	$861,226
8	CSQ	Calamos Strategic Total Return Fund	26,637	$547,656

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,670,782	34,159	+0.9%	Shares	Sole	2026-08-03
2026-03-31	$15,044,273	33,853	+0.6%	Shares	Sole	2026-05-07
2025-12-31	$16,502,392	33,655	-0.3%	Shares	Sole	2026-02-11
2025-09-30	$16,586,565	33,764	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$17,955,210	33,641	-3.3%	Shares	Sole	2025-08-11
2025-03-31	$16,836,377	34,778	-3.1%	Shares	Sole	2025-05-13
2024-12-31	$19,111,042	35,894	-2.2%	Shares	Sole	2025-02-11
2024-09-30	$17,247,664	36,712	-16.4%	Shares	Sole	2024-10-28
2024-06-30	$18,754,495	43,902	-0.7%	Shares	Sole	2024-08-12
2024-03-31	$19,390,009	44,225	+17.8%	Shares	Sole	2024-05-15
2023-12-31	$14,254,260	37,528	-19.9%	Shares	Sole	2024-02-14
2023-09-30	$15,450,453	46,865	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$15,597,569	46,958	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$14,306,807	46,678	+0.5%	Shares	Sole	2023-05-12
2022-12-31	$14,468,118	46,466	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$11,701,565	46,444	-5.9%	Shares	Sole	2022-11-01
2022-06-30	$11,724,992	49,331	-3.3%	Shares	Sole	2022-07-27
2022-03-31	$15,318,660	51,001	-2.4%	Shares	Sole	2022-05-04
2021-12-31	$15,760,226	52,245	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$13,633,610	51,619	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$12,996,264	52,219	+1.9%	Shares	Sole	2021-08-13
2021-03-31	$11,909,343	51,234	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$9,946,003	51,181	+1.8%	Shares	Sole	2021-02-04
2020-09-30	$7,749,883	50,288	-1.1%	Shares	Sole	2020-10-26
2020-06-30	$7,631,784	50,865	-1.4%	Shares	Sole	2020-08-13
2020-03-31	$5,288,992	51,610	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.