Ballast Advisors »

Ameriprise Financial shares owned by Ballast Advisors

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ameriprise Financial by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $86k 194 444.40
2020-03-31 $66k 653 101.55

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Ameriprise Financial

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Nuveen
AQR Capital Management
Goldman Sachs Group
FMR
UBS Group
Robeco Investment Management
Northern Trust
Federated Investors

View all funds holding Ameriprise Financial