Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,822,632
-$1,361,427 QoQ
Shares Held
34,490
-10.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#188
of 1,374 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,057,379,575 across 167 Asset Management names. AMP ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,675,214 | $197,122,431 | |
| 2 | APO |
Apollo Global Management, Inc.
|
1,645,757 | $194,709,510 | |
| 3 | BLK |
BlackRock, Inc.
|
186,980 | $179,792,488 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
1,349,594 | $57,479,208 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
3,257,464 | $42,379,606 | |
| 6 | KKR |
KKR & Co. Inc.
|
308,259 | $28,292,011 | |
| 7 | STT |
State Street Corp
|
118,422 | $20,084,371 | |
| 8 | PFG |
Principal Financial Group Inc
|
174,626 | $18,821,190 |
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,822,632 | 34,490 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,184,059 | 38,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,410,502 | 35,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,357,885 | 25,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,102,651 | 20,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,663,803 | 19,962 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $10,405,811 | 19,544 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $6,857,816 | 14,597 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,814,754 | 6,589 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,473,678 | 5,642 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $723,576 | 1,905 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||