Strategic Global Advisors, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1580212
NEWPORT BEACH, CA
Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,055,173
+$5,814,355 QoQ
Shares Held
13,199
+1174.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#294
of 1,374 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Global Advisors, LLC holds $11,031,683 across 2 Asset Management names. AMP ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
13,199 | $6,055,173 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
14,706 | $4,976,510 |
All Filings in AMP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,055,173 | 13,199 | Shares | Sole | 2026-08-14 | |
| 2021-03-31 | $240,818 | 1,036 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,471,855 | 7,574 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,195,431 | 7,757 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,079,687 | 7,196 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $661,610 | 6,456 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||