Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,515
+$961 QoQ
Shares Held
36
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,259
of 1,374 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $183,018 across 26 Asset Management names. AMP ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
|
2,158 | $36,038 | |
| 2 | BLK |
BlackRock, Inc.
|
34 | $32,693 | |
| 3 | BX |
Blackstone Inc.
|
171 | $20,121 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
36 | $16,515 | |
| 5 | STT |
State Street Corp
|
78 | $13,228 | |
| 6 | APO |
Apollo Global Management, Inc.
|
92 | $10,884 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
235 | $10,539 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
173 | $7,368 |
All Filings in AMP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,515 | 36 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,554 | 35 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $16,671 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $16,702 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $13,876 | 26 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $6,777 | 14 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $17,570 | 33 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $16,913 | 36 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $15,378 | 36 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $15,783 | 36 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $14,053 | 37 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $12,198 | 37 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $5,646 | 17 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $5,210 | 17 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $5,293 | 17 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $4,283 | 17 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,040 | 17 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $5,106 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,128 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,490 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $4,230 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $15,574 | 67 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $12,242 | 63 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $9,554 | 62 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $9,902 | 66 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,763 | 66 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||