Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$230,755
+$7,222 QoQ
Shares Held
503
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,048
of 1,371 holders
Holding Since
Sep 2020
23 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, 2026Evercore Wealth Management, LLC holds $321,397,391 across 13 Asset Management names. AMP ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,349,169 | $158,756,715 | |
| 2 | BLK |
BlackRock, Inc.
|
105,813 | $101,745,547 | |
| 3 | ARCC |
Ares Capital Corp
|
3,007,303 | $55,725,323 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
50,297 | $1,192,541 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $809,044 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
15,037 | $640,425 | |
| 7 | STT |
State Street Corp
|
3,545 | $601,232 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
49,800 | $541,326 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,755 | 503 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $223,533 | 503 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $410,413 | 837 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $488,793 | 995 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $544,403 | 1,020 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $513,155 | 1,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $567,037 | 1,065 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $500,346 | 1,065 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $454,957 | 1,065 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $473,076 | 1,079 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $413,254 | 1,088 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $356,713 | 1,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $377,997 | 1,138 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $292,401 | 954 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $293,621 | 943 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $234,564 | 931 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $204,642 | 861 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $264,616 | 881 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $238,235 | 902 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $248,133 | 997 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $246,396 | 1,060 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $224,256 | 1,154 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $201,883 | 1,310 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||