Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,883,331
-$707,809 QoQ
Shares Held
17,184
-11.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#265
of 1,371 holders
Holding Since
Jun 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, 2026FOSTER & MOTLEY INC holds $22,082,258 across 8 Asset Management names. AMP ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
17,184 | $7,883,331 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
133,308 | $5,849,555 | |
| 3 | PFG |
Principal Financial Group Inc
|
29,615 | $3,191,904 | |
| 4 | TROW |
Price T Rowe Group Inc
|
12,877 | $1,463,986 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
25,351 | $1,316,984 | |
| 6 | BEN |
Franklin Resources Inc
|
35,869 | $1,193,361 | |
| 7 | DSL |
DoubleLine Income Solutions Fund
|
54,837 | $606,497 | |
| 8 | STT |
State Street Corp
|
3,400 | $576,640 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,883,331 | 17,184 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,591,140 | 19,332 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,587,618 | 19,553 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,217,508 | 20,799 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,482,667 | 21,514 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,636,380 | 21,971 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,047,293 | 22,627 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,422,960 | 24,314 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,806,198 | 25,296 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,403,385 | 26,009 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,430,511 | 27,461 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,830,808 | 26,786 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,530,865 | 25,683 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,578,716 | 21,464 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,904,820 | 18,964 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,833,156 | 19,183 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,365,943 | 18,369 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,819,276 | 16,045 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $4,845,281 | 18,345 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,832,254 | 19,416 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,571,361 | 19,666 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,728,415 | 19,186 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,106,549 | 20,158 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,633,952 | 17,555 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||