MISSION WEALTH MANAGEMENT, LP
Position in AMP — Ameriprise Financial Inc
CIK 1645382
Santa Barbara, CA
Position in AMP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$892,288
+$278,128 QoQ
Shares Held
1,945
+40.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#152
of 457 holders
Holding Since
Sep 2021
18 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,134,153 across 26 Asset Management names. AMP ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,160 | $13,615,689 | |
| 2 | KKR |
KKR & Co. Inc.
|
26,263 | $2,410,418 | |
| 3 | BX |
Blackstone Inc.
|
18,743 | $2,205,488 | |
| 4 | NTRS |
Northern Trust Corp
|
11,078 | $1,925,799 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
3,864 | $1,307,577 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
1,945 | $892,288 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
24,062 | $847,463 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
35,683 | $493,495 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,288 | 1,945 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $614,160 | 1,382 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $651,661 | 1,329 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $670,556 | 1,365 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $746,154 | 1,398 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $678,238 | 1,401 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $749,129 | 1,407 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $662,432 | 1,410 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $603,192 | 1,412 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $615,569 | 1,404 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $537,079 | 1,414 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $458,255 | 1,390 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $447,419 | 1,347 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $407,645 | 1,330 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $411,008 | 1,320 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $313,425 | 1,244 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $288,305 | 1,213 | Shares | Sole | 2022-07-27 | |
| 2021-09-30 | $214,729 | 813 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||