Position in AMP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$266,539
+$15,686 QoQ
Shares Held
581
+23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#988
of 1,372 holders
Holding Since
Dec 2023
8 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, 2026TRUST POINT INC. holds $27,832,813 across 6 Asset Management names. AMP ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
238,017 | $25,653,471 | |
| 2 | BLK |
BlackRock, Inc.
|
1,040 | $1,000,022 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,578 | $365,336 | |
| 4 | BX |
Blackstone Inc.
|
2,463 | $289,820 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
581 | $266,539 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,807 | $257,625 |
All Filings in AMP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,539 | 581 | Shares | Sole | 2026-07-08 | |
| 2025-06-30 | $250,853 | 470 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $250,284 | 517 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $322,652 | 606 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $276,718 | 589 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $238,799 | 559 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $299,016 | 682 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $263,602 | 694 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||