Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,740,173
+$7,558 QoQ
Shares Held
5,973
-2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 1,371 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $552,837,042 across 161 Asset Management names. AMP ranks #33 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
156,897 | $150,865,879 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
841,648 | $33,859,498 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
698,181 | $27,263,968 | |
| 4 | DNP |
Dnp Select Income Fund Inc
|
2,151,985 | $23,219,917 | |
| 5 | ARCC |
Ares Capital Corp
|
1,177,508 | $21,819,223 | |
| 6 | BX |
Blackstone Inc.
|
152,859 | $17,986,918 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
468,513 | $14,135,037 | |
| 8 | TROW |
Price T Rowe Group Inc
|
100,509 | $11,426,868 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,740,173 | 5,973 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,732,615 | 6,149 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,466,703 | 7,070 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,620,020 | 7,369 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,168,430 | 7,810 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,402,011 | 9,093 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,325,364 | 10,002 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,774,209 | 10,162 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,239,432 | 9,924 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,479,540 | 10,217 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,904,271 | 10,279 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,796,923 | 11,517 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,557,433 | 10,710 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,024,038 | 13,129 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,546,503 | 11,390 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,984,849 | 11,847 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,108,457 | 8,871 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,631,453 | 8,761 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $2,453,409 | 9,289 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,124,936 | 8,538 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,053,928 | 8,836 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,677,262 | 8,631 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,597,503 | 10,366 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,571,518 | 10,474 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $1,772,289 | 17,294 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||