Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$492,839
-$93,607 QoQ
Shares Held
1,109
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Modera Wealth Management, LLC holds $64,421,739 across 15 Asset Management names. AMP ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
55,861 | $53,722,082 | |
| 2 | SEIC |
Sei Investments Co
|
66,355 | $5,206,876 | |
| 3 | BX |
Blackstone Inc.
|
21,690 | $2,494,133 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
1,109 | $492,839 | |
| 5 | VVR |
Invesco Senior Income Trust
|
139,356 | $448,726 | |
| 6 | STT |
State Street Corp
|
3,417 | $432,455 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
10,776 | $381,901 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
8,844 | $325,017 |
All Filings in AMP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,839 | 1,109 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $586,446 | 1,196 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $610,623 | 1,243 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $675,168 | 1,265 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $534,941 | 1,105 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $662,875 | 1,245 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $566,121 | 1,205 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $517,327 | 1,211 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $527,443 | 1,203 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $494,918 | 1,303 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $436,496 | 1,324 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $411,214 | 1,238 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $249,184 | 813 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $251,275 | 807 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||