Position in AMP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$399,121
-$29,280 QoQ
Shares Held
870
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#858
of 1,372 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $945,287 across 2 Asset Management names. AMP ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
568 | $546,166 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
870 | $399,121 |
All Filings in AMP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,121 | 870 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $428,401 | 964 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $477,100 | 973 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $489,776 | 997 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $589,237 | 1,104 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,555,929 | 3,214 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,386,351 | 4,482 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,263,074 | 4,817 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,044,155 | 7,126 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,149,752 | 7,184 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,058,391 | 8,052 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,808,463 | 11,552 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,978,414 | 14,988 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,641,942 | 15,145 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,816,391 | 18,680 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,960,139 | 19,687 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,749,084 | 19,981 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,057,660 | 20,168 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||