Position in AMP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$35,448,385
+$1,076,267 QoQ
Shares Held
77,270
-0.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#116
of 1,374 holders
Holding Since
Mar 2020
25 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, 2026ATWOOD & PALMER INC holds $36,013,817 across 8 Asset Management names. AMP ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
77,270 | $35,448,385 | |
| 2 | BX |
Blackstone Inc.
|
3,209 | $377,603 | |
| 3 | TY |
TRI-CONTINENTAL Corp
|
2,726 | $93,828 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,057 | $27,006 | |
| 5 | BLK |
BlackRock, Inc.
|
28 | $26,923 | |
| 6 | NTRS |
Northern Trust Corp
|
100 | $17,384 | |
| 7 | ARES |
Ares Management Corp
|
107 | $11,910 | |
| 8 | PFG |
Principal Financial Group Inc
|
100 | $10,778 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,448,385 | 77,270 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $34,372,118 | 77,345 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $37,786,581 | 77,062 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $37,784,493 | 76,915 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $41,154,319 | 77,107 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $37,314,714 | 77,079 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $42,244,061 | 79,342 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $37,353,653 | 79,508 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $34,005,605 | 79,603 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $35,517,585 | 81,009 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $35,634,890 | 93,818 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $31,405,316 | 95,260 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $35,203,977 | 105,985 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $32,066,949 | 104,623 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $32,613,827 | 104,743 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $26,147,622 | 103,781 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $24,255,006 | 102,049 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $30,797,412 | 102,535 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $27,566,204 | 104,370 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $26,065,451 | 104,731 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $31,817,523 | 136,879 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $27,112,338 | 139,517 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $22,501,601 | 146,010 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $21,996,764 | 146,606 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $15,155,357 | 147,886 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||