Position in AMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,811,374
+$148,141 QoQ
Shares Held
4,076
+20.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0.17173699705593717.ToString("F0")%
Shared 0.ToString("F0")%
None 99.82826300294406.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $53,059,732 across 288 Asset Management names. AMP ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
42,042 | $4,834,409 | |
| 2 | BLK |
BlackRock, Inc.
|
3,418 | $3,287,124 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
50,610 | $2,415,109 | |
| 4 | AMP |
Ameriprise Financial Inc
This page
|
4,076 | $1,811,374 | |
| 5 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
90,158 | $1,693,167 | |
| 6 | IVZ |
Invesco Ltd.
|
63,339 | $1,538,504 | |
| 7 | KKR |
KKR & Co. Inc.
|
15,216 | $1,407,480 | |
| 8 | NAC |
Nuveen California Quality Municipal Income Fund
|
113,629 | $1,323,777 |
All Filings in AMP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,811,374 | 4,076 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,663,233 | 3,392 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,894,751 | 3,857 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,414,594 | 4,524 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,163,003 | 4,468 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,421,491 | 4,548 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,151,729 | 4,580 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,694,234 | 3,966 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $473,953 | 1,081 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $417,432 | 1,099 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $417,703 | 1,267 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $412,209 | 1,241 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $518,291 | 1,691 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $248,161 | 797 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $54,925 | 218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,741 | 163 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,512 | 35 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $8,187 | 31 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,719 | 27 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||