Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,769,534
-$218,611 QoQ
Shares Held
6,037
-10.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#94
of 503 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $36,641,814 across 28 Asset Management names. AMP ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
28,695 | $4,988,338 | |
| 2 | STT |
State Street Corp
|
24,370 | $4,133,152 | |
| 3 | BLK |
BlackRock, Inc.
|
3,135 | $3,014,490 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
6,037 | $2,769,534 | |
| 5 | HRZN |
Horizon Technology Finance Corp
|
454,442 | $2,149,510 | |
| 6 | BX |
Blackstone Inc.
|
17,629 | $2,074,404 | |
| 7 | SII |
Sprott Inc.
|
15,804 | $1,775,579 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
39,287 | $1,673,233 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,534 | 6,037 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,988,145 | 6,724 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,185,248 | 6,496 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,329,016 | 4,741 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $2,646,629 | 5,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,142,401 | 5,902 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,828,256 | 6,020 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,565,275 | 6,005 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,013,234 | 2,311 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $875,128 | 2,304 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $629,688 | 1,910 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $559,357 | 1,684 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $492,239 | 1,606 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $429,067 | 1,378 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $351,974 | 1,397 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $322,056 | 1,355 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $420,504 | 1,400 | Shares | Sole | 2022-04-12 | |
| 2021-09-30 | $295,022 | 1,117 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $264,559 | 1,063 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $239,655 | 1,031 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||