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Ameriprise Financial shares owned by Okabena Investment Services

Quarter-by-quarter ownership of Ameriprise Financial (AMP) shares owned by Okabena Investment Services from 13F filings

Historical chart of Okabena Investment Services investment in Ameriprise Financial

Tip: Access up to 7 years of quarterly data

All positions including Ameriprise Financial held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ameriprise Financial by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 505 491.25
2025-06-30 $255k 477 533.73
2025-03-31 $231k 477 484.11
2023-03-31 $2.4k 10 241.80
2022-12-31 $41k 130 311.37

More positions owned by Okabena Investment Services

Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Vanguard S&P 500 Etf S&p 500 Etf Shs (VOO)
Ishares Core S&P 500 Etf Core S&p500 Etf (IVV)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Target Corporation (TGT)
Spdr S&P 500 Etf Trust Tr Unit (SPY)
Dimensional Intern Core Eqt Mkt ETF Intl Core Eqt Mk (DFAI)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
Ishares Gold Trust Ishares New (IAU)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares National Muni Bond Etf National Mun Etf (MUB)

View all positions for Okabena Investment Services

Top funds holding Ameriprise Financial

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Reed Conner & Birdwell
Morgan Stanley
Northern Trust
Robeco Investment Management
Goldman Sachs Group
UBS Group
Dimensional Fund Advisors
Nuveen
Ubs Global Asset Management Americas
Federated Investors

View all funds holding Ameriprise Financial