AMERIPRISE FINANCIAL INC
Position in BHRB — Burke & Herbert Financial Services Corp.
CIK 820027
MINNEAPOLIS, MN
Position in BHRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$771,200
+$91,430 QoQ
Shares Held
10,732
-1.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 207 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 84%
None 16%
Common Shares in BHRB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. BHRB ranks #170 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in BHRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,200 | 10,732 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $679,770 | 10,913 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $963,498 | 15,463 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $789,755 | 12,802 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,146,935 | 19,202 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,077,424 | 19,202 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||