Position in AMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,220,495
-$480,912 QoQ
Shares Held
7,020
-15.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#390
of 1,374 holders
Holding Since
Mar 2020
25 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, 2026Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. AMP ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,355 | $12,841,633 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
246,045 | $5,206,312 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 5 | APO |
Apollo Global Management, Inc.
|
33,715 | $3,988,821 | |
| 6 | BX |
Blackstone Inc.
|
31,789 | $3,740,611 | |
| 7 | SEIC |
Sei Investments Co
|
39,169 | $3,435,512 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
7,020 | $3,220,495 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,220,495 | 7,020 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,701,407 | 8,329 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,571,930 | 9,324 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,461,532 | 9,082 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,157,432 | 9,663 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,308,750 | 10,966 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,497,582 | 15,960 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,988,893 | 14,876 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,637,251 | 15,537 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,514,779 | 14,859 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $5,368,517 | 14,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,305,291 | 13,059 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,532,987 | 13,647 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,849,946 | 12,561 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,806,809 | 12,226 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,202,788 | 12,712 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,937,011 | 12,357 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,204,439 | 13,998 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $3,842,417 | 14,548 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,219,511 | 12,936 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,428,637 | 10,448 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,989,744 | 10,239 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,517,675 | 9,848 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,391,771 | 9,276 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,246,361 | 12,162 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||