Position in AMP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$841,824
-$63,418 QoQ
Shares Held
1,835
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#654
of 1,371 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, 2026ASSETMARK, INC holds $144,899,192 across 170 Asset Management names. AMP ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
535,405 | $60,870,194 | |
| 2 | BLK |
BlackRock, Inc.
|
24,202 | $23,271,675 | |
| 3 | CG |
Carlyle Group Inc.
|
527,543 | $22,214,835 | |
| 4 | AMG |
Affiliated Managers Group, Inc.
|
27,179 | $9,197,373 | |
| 5 | BX |
Blackstone Inc.
|
57,382 | $6,752,139 | |
| 6 | KKR |
KKR & Co. Inc.
|
64,327 | $5,903,932 | |
| 7 | ARES |
Ares Management Corp
|
51,178 | $5,696,623 | |
| 8 | PFG |
Principal Financial Group Inc
|
26,947 | $2,904,347 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,824 | 1,835 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $905,242 | 2,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $990,977 | 2,021 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,087,627 | 2,214 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,300,166 | 2,436 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $853,485 | 1,763 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $940,271 | 1,766 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $810,892 | 1,726 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $740,320 | 1,733 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $747,978 | 1,706 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $640,393 | 1,686 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $569,687 | 1,728 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $543,081 | 1,635 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $507,257 | 1,655 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $525,281 | 1,687 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $276,389 | 1,097 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $260,734 | 1,097 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $331,597 | 1,104 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $297,663 | 1,127 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $297,411 | 1,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $294,979 | 1,269 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $271,673 | 1,398 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $220,531 | 1,431 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,021,038 | 13,470 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $194,712 | 1,900 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||