BURNEY CO/

Position in AMP — Ameriprise Financial Inc

CIK 940445 RESTON, VA

Position in AMP

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$4,921,285

+$417,022 QoQ

Shares Held

11,074

+20.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

BURNEY CO/ holds $39,503,051 across 12 Asset Management names. AMP ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	123,021	$15,569,537
2	RJF	Raymond James Financial Inc	50,419	$7,300,167
3	FHI	Federated Hermes, Inc.	126,714	$7,185,950
4	AMP	Ameriprise Financial Inc This page	11,074	$4,921,285
5	PEO	Adams Natural Resources Fund, Inc.	47,802	$1,328,895
6	NTRS	Northern Trust Corp	9,119	$1,272,738
7	APAM	Artisan Partners Asset Management Inc.	22,904	$833,476
8	TROW	Price T Rowe Group Inc	6,715	$605,290

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,921,285	11,074	+20.6%	Shares	Sole	2026-04-29
2025-12-31	$4,504,263	9,186	-0.9%	Shares	Sole	2026-01-23
2025-09-30	$4,552,413	9,267	+1.6%	Shares	Sole	2025-10-16
2025-06-30	$4,870,286	9,125	+3.1%	Shares	Sole	2025-08-05
2025-03-31	$4,284,373	8,850	-1.8%	Shares	Sole	2025-05-06
2024-12-31	$4,798,259	9,012	-8.6%	Shares	Sole	2025-01-14
2024-09-30	$4,634,205	9,864	-2.4%	Shares	Sole	2024-10-18
2024-06-30	$4,316,754	10,105	+11.8%	Shares	Sole	2024-07-29
2024-03-31	$3,962,181	9,037	+9.1%	Shares	Sole	2024-05-22
2023-12-31	$3,145,372	8,281	+20.8%	Shares	Sole	2024-02-12
2023-09-30	$2,259,625	6,854	+1.4%	Shares	Defined	2023-11-08
2023-06-30	$2,244,405	6,757	+6.5%	Shares	Sole	2023-08-09
2023-03-31	$1,945,355	6,347	+26.4%	Shares	Sole	2023-05-10
2022-12-31	$1,563,388	5,021	+0.4%	Shares	Sole	2023-02-06
2022-09-30	$1,259,498	4,999	+11.6%	Shares	Sole	2022-11-15
2022-06-30	$1,065,044	4,481	-11.4%	Shares	Sole	2022-08-12
2022-03-31	$1,519,521	5,059	-16.6%	Shares	Sole	2022-05-09
2021-09-30	$1,602,416	6,067	+1.0%	Shares	Sole	2021-11-12
2021-06-30	$1,495,519	6,009	-1.5%	Shares	Sole	2021-08-06
2021-03-31	$1,417,480	6,098	+6.4%	Shares	Sole	2021-05-13
2020-12-31	$1,113,316	5,729	-24.3%	Shares	Sole	2021-02-11
2020-09-30	$1,166,150	7,567	+58.3%	Shares	Sole	2020-12-14
2020-06-30	$717,191	4,780	+44.3%	Shares	Sole	2020-08-13
2020-03-31	$339,516	3,313	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.