Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,004,322
-$51,916 QoQ
Shares Held
4,369
-5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#474
of 1,374 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, 2026IMA Advisory Services, Inc. holds $3,567,336 across 31 Asset Management names. AMP ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
4,369 | $2,004,322 | |
| 2 | BX |
Blackstone Inc.
|
5,169 | $608,236 | |
| 3 | TROW |
Price T Rowe Group Inc
|
3,540 | $402,462 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,395 | $102,003 | |
| 5 | BLK |
BlackRock, Inc.
|
101 | $97,117 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
10,000 | $92,200 | |
| 7 | APO |
Apollo Global Management, Inc.
|
761 | $90,033 | |
| 8 | PSLV |
Sprott Physical Silver Trust
|
2,900 | $54,723 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,004,322 | 4,369 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,056,238 | 4,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,411,001 | 4,917 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,462,636 | 5,013 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,802,616 | 5,251 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,549,323 | 5,266 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,052,953 | 5,734 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,772,818 | 5,902 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,528,964 | 5,920 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,638,093 | 6,017 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,909,497 | 7,660 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,832,940 | 8,593 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $2,931,644 | 8,826 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,737,964 | 8,933 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,826,616 | 9,078 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,593,573 | 10,294 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,500,393 | 10,520 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,179,010 | 10,584 | Shares | Sole | 2022-06-13 | |
| 2021-09-30 | $3,262,146 | 12,351 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,753,359 | 11,063 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,739,190 | 11,784 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $152,549 | 785 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $120,976 | 785 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $117,781 | 785 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $80,446 | 785 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||