Fort Point Capital Partners LLC
Position in AMP — Ameriprise Financial Inc
CIK 1589282
San Francisco, CA
Position in AMP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$828,361
-$127,311 QoQ
Shares Held
1,864
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Fort Point Capital Partners LLC holds $5,384,462 across 10 Asset Management names. AMP ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
50,000 | $1,772,000 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
1,864 | $828,361 | |
| 3 | OTF |
Blue Owl Technology Finance Corp.
|
52,356 | $648,690 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,056 | $563,339 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
60,000 | $547,800 | |
| 6 | VCTR |
Victory Capital Holdings, Inc.
|
6,576 | $430,596 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
23,470 | $259,578 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
14,668 | $168,682 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $828,361 | 1,864 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $955,672 | 1,949 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $786,491 | 1,601 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,711,138 | 3,206 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $791,035 | 1,634 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $889,690 | 1,671 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $739,011 | 1,573 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $648,047 | 1,517 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $668,621 | 1,525 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $579,240 | 1,525 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $534,411 | 1,621 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $538,431 | 1,621 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $495,917 | 1,618 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $502,862 | 1,615 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $406,899 | 1,615 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $383,853 | 1,615 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $485,081 | 1,615 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $425,233 | 1,610 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $398,208 | 1,600 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $371,920 | 1,600 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $382,830 | 1,970 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $303,596 | 1,970 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $295,578 | 1,970 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $201,885 | 1,970 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||