Position in AMP
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$748,814
-$77,408 QoQ
Shares Held
1,685
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SPINNAKER TRUST holds $39,598,599 across 6 Asset Management names. AMP ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
1,276,014 | $22,993,772 | |
| 2 | BLK |
BlackRock, Inc.
|
8,903 | $8,562,103 | |
| 3 | APO |
Apollo Global Management, Inc.
|
48,155 | $5,365,429 | |
| 4 | BX |
Blackstone Inc.
|
11,800 | $1,356,881 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
1,685 | $748,814 | |
| 6 | SII |
Sprott Inc.
|
4,000 | $571,600 |
All Filings in AMP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $748,814 | 1,685 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $826,222 | 1,685 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $827,756 | 1,685 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $899,335 | 1,685 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $815,725 | 1,685 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $897,144 | 1,685 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $791,629 | 1,685 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $719,815 | 1,685 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $738,771 | 1,685 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $640,013 | 1,685 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $555,510 | 1,685 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $360,393 | 1,085 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $332,552 | 1,085 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $337,836 | 1,085 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $273,365 | 1,085 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $257,882 | 1,085 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $325,890 | 1,085 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $286,570 | 1,085 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $275,510 | 1,107 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $260,576 | 1,121 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $217,843 | 1,121 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||