Position in AMP
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$628,381
-$105,657 QoQ
Shares Held
1,414
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MATHER GROUP, LLC. holds $10,617,901 across 66 Asset Management names. AMP ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,685 | $1,620,481 | |
| 2 | HTGC |
Hercules Capital, Inc.
|
109,084 | $1,611,170 | |
| 3 | BX |
Blackstone Inc.
|
9,608 | $1,104,823 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
54,160 | $644,504 | |
| 5 | AMP |
Ameriprise Financial Inc
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|
1,414 | $628,381 | |
| 6 | NTRS |
Northern Trust Corp
|
3,582 | $499,939 | |
| 7 | IVZ |
Invesco Ltd.
|
14,492 | $352,010 | |
| 8 | ARES |
Ares Management Corp
|
2,743 | $299,261 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||