Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,873,213
+$1,386,252 QoQ
Shares Held
6,263
+87.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#405
of 1,348 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $111,415,655 across 74 Asset Management names. AMP ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,835 | $20,995,662 | |
| 2 | BX |
Blackstone Inc.
|
145,297 | $17,097,097 | |
| 3 | RJF |
Raymond James Financial Inc
|
54,515 | $8,287,915 | |
| 4 | KKR |
KKR & Co. Inc.
|
85,199 | $7,819,564 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
198,183 | $7,739,046 | |
| 6 | STT |
State Street Corp
|
36,385 | $6,170,896 | |
| 7 | ARCC |
Ares Capital Corp
|
192,694 | $3,570,619 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
6,263 | $2,873,213 |
All Filings in AMP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,873,213 | 6,263 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,486,961 | 3,346 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,355,298 | 2,764 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,040,958 | 2,119 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,012,485 | 1,897 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $838,962 | 1,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $787,995 | 1,480 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $535,112 | 1,139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $495,539 | 1,160 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $352,066 | 803 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $300,064 | 790 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $258,468 | 784 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||