AMERIPRISE FINANCIAL INC

Position in PBT — Permian Basin Royalty Trust

CIK 820027 MINNEAPOLIS, MN

Position in PBT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$426,848

+$92,598 QoQ

Shares Held

19,835

+0.8% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.13108142172926646.ToString("F0")% None 99.86891857827074.ToString("F0")%

Energy · as of Mar 31, 2026

AMERIPRISE FINANCIAL INC holds $1,256,333,358 across 33 Oil & Gas Midstream names. PBT ranks #30 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	5,973,828	$434,775,198
2	KMI	Kinder Morgan, Inc.	4,105,404	$137,654,194
3	LNG	Cheniere Energy, Inc.	430,426	$122,137,680
4	TRGP	Targa Resources Corp.	403,431	$101,152,251
5	ENB	Enbridge Inc	1,426,244	$77,216,848
6	BWLP	BW LPG Ltd	3,524,892	$61,227,374
7	OKE	Oneok Inc /New/	653,525	$59,072,122
8	NAT	NORDIC AMERICAN TANKERS Ltd	8,261,483	$48,412,289

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$426,848	19,835	+0.8%	Shares	Defined	2026-05-15
2025-12-31	$334,250	19,685	-2.9%	Shares	Defined	2026-02-17
2025-09-30	$370,073	20,278	+18.0%	Shares	Defined	2025-11-14
2025-06-30	$214,125	17,185	+23.0%	Shares	Defined	2025-08-14
2025-03-31	$138,462	13,972	+19.5%	Shares	Defined	2025-05-14
2024-12-31	$129,503	11,688	+16.1%	Shares	Defined	2025-02-14
2024-09-30	$119,672	10,065	-26.9%	Shares	Defined	2024-11-14
2023-12-31	$192,159	13,765	-21.7%	Shares	Defined	2024-02-14
2023-09-30	$373,766	17,589	-21.7%	Shares	Defined	2023-11-14
2021-06-30	$126,309	22,475	+3.1%	Shares	Defined	2021-08-16
2021-03-31	$86,760	21,799	+5.2%	Shares	Defined	2021-05-17
2020-12-31	$68,583	20,720	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.