Position in AMP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$10,551
+$330 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,286
of 1,374 holders
Holding Since
Mar 2020
24 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, 2026Winch Advisory Services, LLC holds $232,039 across 9 Asset Management names. AMP ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
564 | $60,787 | |
| 2 | BLK |
BlackRock, Inc.
|
41 | $39,423 | |
| 3 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
2,328 | $34,244 | |
| 4 | MAIN |
Main Street Capital CORP
|
606 | $31,439 | |
| 5 | NTRS |
Northern Trust Corp
|
126 | $21,903 | |
| 6 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
678 | $19,668 | |
| 7 | BX |
Blackstone Inc.
|
96 | $11,296 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
23 | $10,551 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,551 | 23 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,221 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $11,277 | 23 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $2,668 | 5 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,420 | 5 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,662 | 5 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,516 | 16 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $11,106 | 26 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,399 | 26 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,875 | 26 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,571 | 26 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,636 | 26 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,662 | 25 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,784 | 25 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,298 | 25 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,942 | 25 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,509 | 25 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $6,603 | 25 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,222 | 25 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,811 | 25 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $4,858 | 25 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,852 | 25 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,751 | 25 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,562 | 25 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||