SEC 13F Intelligence

Alley Investment Management Company, LLC / A4S

Alley Investment Management Company, LLC’s Ameriprise Finl Inc Position

Does Alley Investment Management Company, LLC own Ameriprise Finl Inc (A4S)? Yes29.0K shares worth $13M (+1.57% of its 13F portfolio) as of Q1 2026, down from 51.5K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
29.0K
% of Portfolio
+1.57%
Quarters Held
17
currently held

Position History A4S

Reported value by quarter
Q1 ’22: $17MQ1 ’22Q2 ’22: $13MQ3 ’22: $14MQ4 ’22: $17,341Q4 ’22Q1 ’23: $17MQ2 ’23: $19MQ3 ’23: $19MQ3 ’23Q4 ’23: $22MQ1 ’24: $26MQ2 ’24: $24MQ2 ’24Q3 ’24: $26MQ4 ’24: $30MQ1 ’25: $27MQ1 ’25Q2 ’25: $28MQ3 ’25: $26MQ4 ’25: $25MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.0K$13M+1.57%
Q4 202551.5K$25M+2.96%
Q3 202552.0K$26M+2.96%
Q2 202553.2K$28M+3.44%
Q1 202556.5K$27M+3.43%
Q4 202456.4K$30M+3.80%
Q3 202455.9K$26M+3.32%
Q2 202456.2K$24M+3.28%
Q1 202458.4K$26M+3.52%
Q4 202358.5K$22M+3.24%
Q3 202356.7K$19M+3.18%
Q2 202356.5K$19M+3.03%
Q1 202356.6K$17M+2.89%
Q4 202255.7K$17,341+2.98%
Q3 202255.3K$14M+2.78%
Q2 202255.6K$13M+2.49%
Q1 202255.3K$17M+2.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alley Investment Management Company, LLC’s full portfolio or all institutional holders of A4S.