Position in AMP
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,746,490
-$195,744 QoQ
Shares Held
3,930
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,592,725 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
107,987 | $3,592,725 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,746,490 | 3,930 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,942,234 | 3,961 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,964,016 | 3,998 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,139,721 | 4,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,027,623 | 6,254 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,288,723 | 8,055 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $3,345,751 | 7,832 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,797,766 | 8,662 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,213,740 | 8,461 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,480,101 | 10,556 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,131,073 | 12,437 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,695,995 | 18,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,942,807 | 19,086 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,670,396 | 18,537 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,441,288 | 18,686 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $5,436,515 | 18,100 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $7,894,546 | 29,890 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,122,447 | 28,618 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,527,893 | 28,083 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,403,539 | 27,806 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,967,735 | 32,235 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,027,840 | 33,510 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $11,751,894 | 114,675 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||