Position in AMP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$470,229
+$7,165 QoQ
Shares Held
1,025
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#807
of 1,372 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $7,924,593 across 9 Asset Management names. AMP ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,779 | $4,595,295 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
36,075 | $680,735 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
18,040 | $544,266 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
1,025 | $470,229 | |
| 5 | PFG |
Principal Financial Group Inc
|
4,356 | $469,489 | |
| 6 | NTRS |
Northern Trust Corp
|
2,161 | $375,668 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,953 | $335,726 | |
| 8 | STT |
State Street Corp
|
1,897 | $321,731 |
All Filings in AMP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,229 | 1,025 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $463,064 | 1,042 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $521,721 | 1,064 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $529,567 | 1,078 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $578,029 | 1,083 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $523,807 | 1,082 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $597,918 | 1,123 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $544,979 | 1,160 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $516,472 | 1,209 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $563,395 | 1,285 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $524,545 | 1,381 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $327,701 | 994 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $269,713 | 812 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $243,667 | 795 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $255,012 | 819 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||