Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,824,778
+$681,637 QoQ
Shares Held
10,517
+12.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#324
of 1,371 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MAI Capital Management holds $182,959,209 across 85 Asset Management names. AMP ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
34,264 | $32,946,891 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
384,287 | $16,366,783 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,235,407 | $15,912,041 | |
| 4 | APO |
Apollo Global Management, Inc.
|
130,206 | $15,404,671 | |
| 5 | BX |
Blackstone Inc.
|
120,945 | $14,231,597 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
329,709 | $9,947,320 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
804,046 | $8,739,979 | |
| 8 | BAM |
Brookfield Asset Management Ltd.
|
140,690 | $6,309,945 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,824,778 | 10,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,143,141 | 9,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,914,384 | 7,983 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,574,028 | 9,311 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,914,375 | 7,334 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,626,780 | 5,426 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,929,962 | 5,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,346,700 | 4,995 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,375,176 | 5,560 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,426,765 | 5,535 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,641,245 | 4,321 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,452,570 | 4,406 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,489,405 | 4,484 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,424,612 | 4,648 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,569,616 | 5,041 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,212,635 | 4,813 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,008,951 | 4,245 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,304,763 | 4,344 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $1,177,975 | 4,460 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,094,574 | 4,398 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,018,131 | 4,380 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $820,072 | 4,220 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $624,761 | 4,054 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $692,884 | 4,618 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $509,325 | 4,970 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||