UMB Bank, n.a.

Position in AMP — Ameriprise Financial Inc

CIK 933429 Kansas City, MO

Position in AMP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,670,345

+$32,732 QoQ

Shares Held

3,641

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#516

of 1,374 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $88,626,996 across 67 Asset Management names. AMP ranks #7 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	38,202	$36,733,515
2	APO	Apollo Global Management, Inc.	113,234	$13,396,713
3	BX	Blackstone Inc.	55,332	$6,510,916
4	TY	TRI-CONTINENTAL Corp	163,808	$5,638,271
5	ADX	Adams Diversified Equity Fund, Inc.	192,516	$4,918,783
6	BXSL	Blackstone Secured Lending Fund	87,262	$2,068,982
7	AMP	Ameriprise Financial Inc This page	3,641	$1,670,345
8	ARCC	Ares Capital Corp	76,673	$1,420,750

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,670,345	3,641	-1.2%	Shares	Defined	2026-08-13
2026-03-31	$1,637,613	3,685	+2.6%	Shares	Defined	2026-05-11
2025-12-31	$1,760,810	3,591	+17.3%	Shares	Defined	2026-02-13
2025-09-30	$1,504,207	3,062	+0.8%	Shares	Defined	2025-11-04
2025-06-30	$1,622,005	3,039	-3.9%	Shares	Defined	2025-07-11
2025-03-31	$1,531,239	3,163	+2.1%	Shares	Defined	2025-04-14
2024-12-31	$1,649,467	3,098	+3.1%	Shares	Defined	2025-01-16
2024-09-30	$1,412,248	3,006	+20.8%	Shares	Defined	2024-10-09
2024-06-30	$1,063,275	2,489	+2.1%	Shares	Defined	2024-07-29
2024-03-31	$1,069,354	2,439	-20.2%	Shares	Defined	2024-04-26
2023-12-31	$1,160,760	3,056	-0.7%	Shares	Defined	2024-01-23
2023-09-30	$1,015,084	3,079	-2.7%	Shares	Defined	2023-10-18
2023-06-30	$1,050,953	3,164	-21.3%	Shares	Defined	2023-07-25
2023-03-31	$1,232,436	4,021	-2.9%	Shares	Defined	2023-04-11
2022-12-31	$1,289,693	4,142	0.0%	Shares	Defined	2023-01-10
2022-09-30	$1,043,576	4,142	-14.0%	Shares	Defined	2022-10-13
2022-06-30	$1,144,190	4,814	+0.3%	Shares	Defined	2022-07-20
2022-03-31	$1,441,727	4,800	+162.6%	Shares	Defined	2022-04-22
2021-09-30	$482,811	1,828	-3.2%	Shares	Sole	2021-10-18
2021-06-30	$469,885	1,888	0.0%	Shares	Sole	2021-07-26
2021-03-31	$438,865	1,888	-6.0%	Shares	Sole	2021-04-15
2020-12-31	$390,408	2,009	-21.6%	Shares	Sole	2021-02-04
2020-09-30	$394,983	2,563	0.0%	Shares	Sole	2020-10-16
2020-06-30	$384,552	2,563	-0.4%	Shares	Sole	2020-07-16
2020-03-31	$263,680	2,573	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.