SEC 13F Intelligence

Atwood & Palmer Inc / A4S

Atwood & Palmer Inc’s Ameriprise Finl Inc Position

Does Atwood & Palmer Inc own Ameriprise Finl Inc (A4S)? Yes77.3K shares worth $35M (+1.89% of its 13F portfolio) as of Q2 2026, down from 77.3K shares the prior filed quarter.

Position Value
$35M
Q2 2026
Shares
77.3K
% of Portfolio
+1.89%
Quarters Held
31
currently held

Position History A4S

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $19MQ2 ’19: $21MQ3 ’19: $20MQ4 ’19: $22MQ4 ’19Q1 ’20: $15MQ2 ’20: $22MQ3 ’20: $23MQ4 ’20: $27MQ4 ’20Q1 ’21: $32MQ2 ’21: $26MQ3 ’21: $28MQ4 ’21: $31MQ4 ’21Q1 ’22: $31MQ2 ’22: $24MQ3 ’22: $26MQ4 ’22: $33MQ4 ’22Q1 ’23: $32MQ2 ’23: $35MQ3 ’23: $31MQ4 ’23: $36MQ4 ’23Q1 ’24: $36MQ2 ’24: $34MQ3 ’24: $37MQ4 ’24: $42MQ4 ’24Q1 ’25: $37MQ2 ’25: $41MQ3 ’25: $38MQ4 ’25: $38MQ4 ’25Q1 ’26: $34MQ2 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202677.3K$35M+1.89%
Q1 202677.3K$34M+1.94%
Q4 202577.1K$38M+2.15%
Q3 202576.9K$38M+2.22%
Q2 202577.1K$41M+2.57%
Q1 202577.1K$37M+2.59%
Q4 202479.3K$42M+2.89%
Q3 202479.5K$37M+2.54%
Q2 202479.6K$34M+2.58%
Q1 202481.0K$36M+2.69%
Q4 202393.8K$36M+2.88%
Q3 202395.3K$31M+2.75%
Q2 2023106.0K$35M+3.15%
Q1 2023104.6K$32M+3.01%
Q4 2022104.7K$33M+2.95%
Q3 2022103.8K$26M+2.59%
Q2 2022102.0K$24M+2.36%
Q1 2022102.5K$31M+2.66%
Q4 2021103.7K$31M+2.62%
Q3 2021104.4K$28M+2.46%
Q2 2021104.7K$26M+2.34%
Q1 2021136.9K$32M+3.06%
Q4 2020139.5K$27M+2.91%
Q3 2020146.0K$23M+2.83%
Q2 2020146.6K$22M+2.97%
Q1 2020147.9K$15M+2.38%
Q4 2019133.6K$22M+2.86%
Q3 2019137.0K$20M+2.72%
Q2 2019144.4K$21M+2.83%
Q1 2019147.3K$19M+2.67%
Q4 2018147.9K$15M+2.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atwood & Palmer Inc’s full portfolio or all institutional holders of A4S.