Question 1

Does Ameriprise Financial own TAXF stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Ameriprise Financial holds 353,825 shares of TAXF, worth $18M.

Question 2

How many shares of TAXF does Ameriprise Financial own?

Accepted Answer

As of its Q2 2026 13F, Ameriprise Financial holds 353,825 shares of TAXF.

Question 3

What is Ameriprise Financial's TAXF position worth?

Accepted Answer

As of its Q2 2026 13F, Ameriprise Financial's TAXF position is worth $18M.

Question 4

Is Ameriprise Financial buying or selling TAXF?

Accepted Answer

In Q2 2026, Ameriprise Financial increased its TAXF position by 96,956 shares (+37.8%).

Question 5

When did Ameriprise Financial first buy TAXF?

Accepted Answer

Ameriprise Financial first reported TAXF in its Q3 2025 13F and has listed it in 4 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	353,825	+37.8%	$18M	0.0%	$50.51	37
2026-Q1	Increased	256,869	+73.8%	$12.9M	0.0%	$49.27	42
2025-Q4	Increased	147,814	+166.8%	$7.4M	0.0%	$49.25	44
2025-Q3	New	55,411	-	$2.8M	0.0%	$48.50	36

TAXF4 quarters

TAXF
4 quarters