Position in AMP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,536,387
-$274,987 QoQ
Shares Held
3,349
-17.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#540
of 1,374 holders
Holding Since
Jun 2021
20 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, 2026Allworth Financial LP holds $52,287,791 across 253 Asset Management names. AMP ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
35,067 | $4,126,333 | |
| 2 | BLK |
BlackRock, Inc.
|
3,445 | $3,312,574 | |
| 3 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
88,002 | $1,730,119 | |
| 4 | IVZ |
Invesco Ltd.
|
65,251 | $1,721,973 | |
| 5 | AMP |
Ameriprise Financial Inc
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|
3,349 | $1,536,387 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
117,152 | $1,419,882 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
41,186 | $1,417,622 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
130,473 | $1,279,940 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,387 | 3,349 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||