Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,134,610
-$170,936 QoQ
Shares Held
4,653
-10.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#461
of 1,374 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $47,679,719 across 25 Asset Management names. AMP ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,508 | $14,911,872 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
446,181 | $7,451,222 | |
| 3 | BX |
Blackstone Inc.
|
23,453 | $2,759,714 | |
| 4 | RJF |
Raymond James Financial Inc
|
18,065 | $2,746,421 | |
| 5 | AMP |
Ameriprise Financial Inc
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|
4,653 | $2,134,610 | |
| 6 | KKR |
KKR & Co. Inc.
|
22,864 | $2,098,457 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
|
60,193 | $2,078,464 | |
| 8 | TROW |
Price T Rowe Group Inc
|
15,662 | $1,780,612 |
All Filings in AMP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,134,610 | 4,653 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,305,546 | 5,188 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,343,628 | 6,819 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,349,036 | 8,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,665,867 | 8,742 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,990,518 | 8,243 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,349,953 | 8,170 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,969,424 | 8,449 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,198,798 | 7,488 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,234,371 | 7,377 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,705,529 | 7,123 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,558,316 | 7,760 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,588,190 | 7,792 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,231,933 | 7,282 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,835,837 | 5,896 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,544,957 | 6,132 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,404,213 | 5,908 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,241,688 | 4,134 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,390,855 | 5,266 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,310,602 | 5,266 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,144,351 | 4,923 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,976,336 | 10,170 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $852,536 | 5,532 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||