Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,788,128
+$253,138 QoQ
Shares Held
32,235
-1.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#193
of 1,374 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $54,656,806 across 6 Asset Management names. AMP ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
98,827 | $15,024,668 | |
| 2 | AMP |
Ameriprise Financial Inc
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|
32,235 | $14,788,128 | |
| 3 | BLK |
BlackRock, Inc.
|
12,317 | $11,843,534 | |
| 4 | BX |
Blackstone Inc.
|
89,518 | $10,533,583 | |
| 5 | TROW |
Price T Rowe Group Inc
|
19,516 | $2,218,774 | |
| 6 | FDUS |
FIDUS INVESTMENT Corp
|
13,011 | $248,119 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,788,128 | 32,235 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,534,990 | 32,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,144,934 | 32,926 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,484,385 | 33,556 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,004,847 | 33,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,397,773 | 33,872 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,331,564 | 34,430 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,215,247 | 36,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,826,535 | 37,048 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $16,753,669 | 38,212 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,088,366 | 39,724 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,773,700 | 41,779 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,931,920 | 44,954 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $14,272,172 | 46,565 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,762,363 | 47,411 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,925,538 | 51,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,533,579 | 52,733 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,982,155 | 53,210 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $15,077,290 | 57,085 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,238,424 | 61,228 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,586,469 | 62,751 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,158,645 | 62,567 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,579,169 | 62,158 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,397,005 | 62,630 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,337,875 | 61,845 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||