Position in AMP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,659,987
-$212,959 QoQ
Shares Held
7,978
-8.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#369
of 1,374 holders
Holding Since
Mar 2022
17 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, 2026Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. AMP ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
|
245,370 | $28,872,687 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 5 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 6 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
7,978 | $3,659,987 | |
| 8 | STT |
State Street Corp
|
20,639 | $3,500,374 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,659,987 | 7,978 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,872,946 | 8,715 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,141,901 | 8,447 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,364,571 | 6,849 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,924,516 | 7,353 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,711,671 | 7,667 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,582,721 | 6,729 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,585,364 | 5,503 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,516,951 | 3,551 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,423,176 | 3,246 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,790,990 | 7,348 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $963,324 | 2,922 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $915,765 | 2,757 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $769,008 | 2,509 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $664,463 | 2,134 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $259,308 | 1,091 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $317,180 | 1,056 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||