Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$453,254
+$12,854 QoQ
Shares Held
988
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#824
of 1,374 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $9,753,112 across 10 Asset Management names. AMP ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,622 | $4,444,330 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
54,342 | $2,314,425 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
24,600 | $960,630 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
|
46,000 | $557,520 | |
| 5 | AMP |
Ameriprise Financial Inc
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|
988 | $453,254 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
9,149 | $410,332 | |
| 7 | BX |
Blackstone Inc.
|
2,458 | $289,232 | |
| 8 | VCV |
Invesco California Value Municipal Income Trust
|
16,059 | $173,276 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,254 | 988 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $440,400 | 991 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $485,926 | 991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $486,828 | 991 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $550,275 | 1,031 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $499,117 | 1,031 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $548,935 | 1,031 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $503,636 | 1,072 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $457,947 | 1,072 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $470,007 | 1,072 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $407,177 | 1,072 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $353,416 | 1,072 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $356,075 | 1,072 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $328,568 | 1,072 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $333,788 | 1,072 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $270,090 | 1,072 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $254,792 | 1,072 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||