Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$211,487
+$7,064 QoQ
Shares Held
461
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,075
of 1,372 holders
Holding Since
Mar 2020
25 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, 2026Capital Analysts, LLC holds $11,481,598 across 35 Asset Management names. AMP ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,556 | $4,380,867 | |
| 2 | KKR |
KKR & Co. Inc.
|
21,389 | $1,961,706 | |
| 3 | BX |
Blackstone Inc.
|
10,706 | $1,259,774 | |
| 4 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
36,343 | $751,209 | |
| 5 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
66,245 | $481,327 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
|
37,376 | $408,145 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
32,953 | $396,424 | |
| 8 | GAM |
General American Investors Co Inc
|
4,483 | $285,791 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,487 | 461 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $204,423 | 460 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $221,147 | 460 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $390,547 | 804 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $424,315 | 795 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $384,867 | 795 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $423,281 | 795 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $373,498 | 795 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $254,178 | 595 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $352,067 | 803 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $305,003 | 803 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $264,733 | 803 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $266,724 | 803 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $246,119 | 803 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $250,030 | 803 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $202,315 | 803 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $190,857 | 803 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $241,189 | 803 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $206,805 | 783 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $196,864 | 791 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $183,867 | 791 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $153,715 | 791 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $120,668 | 783 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $117,481 | 783 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $86,698 | 846 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||