Position in AMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$409,213
+$23,474 QoQ
Shares Held
892
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#853
of 1,371 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HBK Sorce Advisory LLC holds $19,528,235 across 25 Asset Management names. AMP ranks #14 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
51,793 | $4,542,764 | |
| 2 | BLK |
BlackRock, Inc.
|
3,368 | $3,238,534 | |
| 3 | STT |
State Street Corp
|
9,313 | $1,579,484 | |
| 4 | KKR |
KKR & Co. Inc.
|
13,751 | $1,262,066 | |
| 5 | RJF |
Raymond James Financial Inc
|
5,268 | $800,894 | |
| 6 | UTG |
Reaves Utility Income Fund
|
17,068 | $695,008 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
50,000 | $661,000 | |
| 8 | THQ |
abrdn Healthcare Opportunities Fund
|
34,302 | $642,476 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,213 | 892 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $385,739 | 868 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $418,750 | 854 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $428,861 | 873 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $466,480 | 874 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $417,786 | 863 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $501,549 | 942 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $403,096 | 858 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $369,946 | 866 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $352,505 | 804 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $307,282 | 809 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $261,436 | 793 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $261,742 | 788 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $241,828 | 789 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,181,960 | 3,796 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $468,627 | 1,860 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $488,986 | 1,628 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $442,401 | 1,675 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $433,300 | 1,741 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $430,497 | 1,852 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $355,040 | 1,827 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $296,199 | 1,922 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $271,722 | 1,811 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||