Position in AMP
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$899,021
-$76,755 QoQ
Shares Held
2,023
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,931,362 across 10 Asset Management names. AMP ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
2,023 | $899,021 | |
| 2 | BLK |
BlackRock, Inc.
|
825 | $793,410 | |
| 3 | WT |
WisdomTree, Inc.
|
28,413 | $413,693 | |
| 4 | ARES |
Ares Management Corp
|
3,615 | $394,396 | |
| 5 | BX |
Blackstone Inc.
|
3,363 | $386,711 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,939 | $264,921 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,597 | $224,992 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,186 | $217,288 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $899,021 | 2,023 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $975,776 | 1,990 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,001,658 | 2,039 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,093,079 | 2,048 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,078,597 | 2,228 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,191,578 | 2,238 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,291,037 | 2,748 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,152,985 | 2,699 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,167,127 | 2,662 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,007,688 | 2,653 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $876,289 | 2,658 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $906,796 | 2,730 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $824,485 | 2,690 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $861,872 | 2,768 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $729,143 | 2,894 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $631,040 | 2,655 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $894,472 | 2,978 | Shares | Defined | 2022-05-02 | |
| 2021-09-30 | $268,874 | 1,018 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $303,135 | 1,218 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $306,834 | 1,320 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||