Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$230,756
+$2,779 QoQ
Shares Held
503
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,046
of 1,371 holders
Holding Since
Mar 2024
10 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, 2026KCM INVESTMENT ADVISORS LLC holds $27,851,005 across 6 Asset Management names. AMP ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
205,546 | $24,186,597 | |
| 2 | BLK |
BlackRock, Inc.
|
2,160 | $2,076,969 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
29,000 | $687,590 | |
| 4 | KKR |
KKR & Co. Inc.
|
3,988 | $366,018 | |
| 5 | STT |
State Street Corp
|
1,787 | $303,075 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
503 | $230,756 |
All Filings in AMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,756 | 503 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $227,977 | 513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $246,641 | 503 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $254,467 | 518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $268,466 | 503 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $248,832 | 514 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $273,669 | 514 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $241,482 | 514 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $219,575 | 514 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $282,793 | 645 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||