Patriot Financial Group Insurance Agency, LLC
InsurancePosition in AMP — Ameriprise Financial Inc
CIK 1694883
Westborough, MA
Position in AMP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$892,355
+$403,977 QoQ
Shares Held
2,008
+101.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Patriot Financial Group Insurance Agency, LLC holds $19,179,242 across 31 Asset Management names. AMP ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
739,204 | $3,769,940 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
177,214 | $2,943,524 | |
| 3 | BLK |
BlackRock, Inc.
|
2,248 | $2,161,924 | |
| 4 | AMP |
Ameriprise Financial Inc
This page
|
2,008 | $892,355 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
51,232 | $823,298 | |
| 6 | BX |
Blackstone Inc.
|
6,572 | $755,714 | |
| 7 | GLO |
Clough Global Opportunities Fund
|
110,204 | $613,836 | |
| 8 | CEE |
Central & Eastern Europe Fund, Inc.
|
31,768 | $581,354 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $892,355 | 2,008 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $488,378 | 996 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $490,758 | 999 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $533,196 | 999 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $483,625 | 999 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $531,897 | 999 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $469,340 | 999 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $426,762 | 999 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $437,563 | 998 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $379,070 | 998 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $380,121 | 1,153 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $382,980 | 1,153 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $353,394 | 1,153 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $267,155 | 858 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $216,173 | 858 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $204,642 | 861 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $268,822 | 895 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $242,990 | 920 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $226,231 | 909 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $205,950 | 886 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $161,682 | 832 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $128,219 | 832 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $103,977 | 693 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $71,018 | 693 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||