Position in AMP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$329,744
+$263,808 QoQ
Shares Held
742
+271.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stonebridge Capital Advisors LLC holds $20,286,021 across 7 Asset Management names. AMP ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
19,291 | $18,552,347 | |
| 2 | BX |
Blackstone Inc.
|
3,248 | $373,487 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
9,850 | $349,084 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
742 | $329,744 | |
| 5 | IVZ |
Invesco Ltd.
|
10,300 | $250,187 | |
| 6 | MCI |
Barings Corporate Investors
|
13,300 | $229,292 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
14,000 | $201,880 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,744 | 742 | Shares | Sole | 2026-05-14 | |
| 2023-09-30 | $65,936 | 200 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $66,432 | 200 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $71,414 | 233 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,764 | 208 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,015 | 8 | Shares | Sole | 2022-11-14 | |
| 2020-03-31 | $18,343 | 179 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||