Position in AMP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$250,482
-$787,636 QoQ
Shares Held
546
-76.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,015
of 1,374 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,750,847 across 30 Asset Management names. AMP ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,032 | $2,915,449 | |
| 2 | PFG |
Principal Financial Group Inc
|
17,647 | $1,901,993 | |
| 3 | APO |
Apollo Global Management, Inc.
|
7,928 | $937,961 | |
| 4 | KKR |
KKR & Co. Inc.
|
8,692 | $797,751 | |
| 5 | HLNE |
Hamilton Lane INC
|
7,966 | $627,959 | |
| 6 | CG |
Carlyle Group Inc.
|
13,206 | $556,104 | |
| 7 | BX |
Blackstone Inc.
|
4,513 | $531,044 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,512 | $511,660 |
All Filings in AMP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,482 | 546 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,038,118 | 2,336 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,942,530 | 6,001 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,244,706 | 6,605 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,358,439 | 8,166 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,187,551 | 8,650 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $4,671,540 | 8,774 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,974,122 | 8,459 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,699,465 | 8,660 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,016,987 | 9,162 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,552,549 | 9,353 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,277,019 | 9,940 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,269,118 | 9,842 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,826,543 | 9,222 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $2,650,381 | 8,512 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $2,046,589 | 8,123 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,847,011 | 7,771 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,270,721 | 7,560 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,977,984 | 6,557 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,717,572 | 6,503 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,517,919 | 6,099 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,333,565 | 5,737 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $823,764 | 4,239 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $556,645 | 3,612 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $120,932 | 806 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $75,835 | 740 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||