Position in AMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,699
+$17,950 QoQ
Shares Held
662
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#948
of 1,371 holders
Holding Since
Jun 2024
9 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, 2026Valmark Advisers, Inc. holds $3,180,721 across 8 Asset Management names. AMP ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,389 | $1,335,606 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
24,669 | $465,504 | |
| 3 | BX |
Blackstone Inc.
|
3,725 | $438,320 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
662 | $303,699 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
9,797 | $250,313 | |
| 6 | STT |
State Street Corp
|
1,202 | $203,859 | |
| 7 | CRF |
Cornerstone Total Return Fund Inc
|
15,000 | $107,700 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
10,016 | $75,720 |
All Filings in AMP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,699 | 662 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $285,749 | 643 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $316,269 | 645 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $316,856 | 645 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $352,795 | 661 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $323,385 | 668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $433,398 | 814 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $402,157 | 856 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $250,760 | 587 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||