BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in AMP — Ameriprise Financial Inc
CIK 911274
CANTON, OH
Position in AMP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$202,313
-$133,653 QoQ
Shares Held
441
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,092
of 1,371 holders
Holding Since
Dec 2025
3 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, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $1,823,960 across 5 Asset Management names. AMP ranks #5 (11.1% of the industry book) .
All Filings in AMP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,313 | 441 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $335,966 | 756 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $247,621 | 505 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||