Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,263,063
+$158,385 QoQ
Shares Held
4,933
+4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#452
of 1,371 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $24,046,933 across 14 Asset Management names. AMP ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
39,092 | $6,630,003 | |
| 2 | BX |
Blackstone Inc.
|
52,412 | $6,167,320 | |
| 3 | BLK |
BlackRock, Inc.
|
2,573 | $2,474,093 | |
| 4 | AMP |
Ameriprise Financial Inc
This page
|
4,933 | $2,263,063 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
35,122 | $1,059,630 | |
| 6 | TROW |
Price T Rowe Group Inc
|
8,883 | $1,009,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
10,645 | $976,998 | |
| 8 | ARCC |
Ares Capital Corp
|
42,872 | $794,418 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,063 | 4,933 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,104,678 | 4,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,328,134 | 4,748 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,395,335 | 4,876 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,610,473 | 4,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,597,734 | 5,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,983,737 | 5,604 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,513,483 | 5,350 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,943,714 | 4,550 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,183,431 | 4,980 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,891,553 | 4,980 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,530,704 | 4,643 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,542,218 | 4,643 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,363,925 | 4,450 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,390,267 | 4,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,124,956 | 4,465 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,061,241 | 4,465 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,393,670 | 4,640 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $740,856 | 2,805 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $698,108 | 2,805 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $652,022 | 2,805 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $554,812 | 2,855 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $439,984 | 2,855 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $292,580 | 2,855 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||