Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$655,109
+$26,728 QoQ
Shares Held
1,428
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#714
of 1,374 holders
Holding Since
Mar 2021
21 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, 2026MATHER GROUP, LLC. holds $14,503,461 across 64 Asset Management names. AMP ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,309 | $5,104,922 | |
| 2 | HTGC |
Hercules Capital, Inc.
|
104,925 | $1,654,667 | |
| 3 | BX |
Blackstone Inc.
|
9,840 | $1,157,872 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
1,428 | $655,109 | |
| 5 | NTRS |
Northern Trust Corp
|
3,637 | $632,256 | |
| 6 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
47,458 | $594,648 | |
| 7 | IVZ |
Invesco Ltd.
|
16,284 | $429,734 | |
| 8 | STT |
State Street Corp
|
2,338 | $396,524 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,109 | 1,428 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $628,381 | 1,414 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $734,038 | 1,497 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $849,371 | 1,729 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $888,660 | 1,665 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $887,373 | 1,833 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $970,619 | 1,823 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $915,659 | 1,949 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $923,584 | 2,162 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $939,576 | 2,143 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $814,355 | 2,144 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $637,930 | 1,935 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $676,942 | 2,038 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $875,364 | 2,856 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $933,487 | 2,998 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $718,309 | 2,851 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $303,992 | 1,279 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $351,721 | 1,171 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $232,953 | 882 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $224,738 | 903 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $235,471 | 1,013 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||