Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,309,856
-$111,679 QoQ
Shares Held
5,035
-7.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#447
of 1,372 holders
Holding Since
Mar 2020
24 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, 2026Independent Advisor Alliance holds $31,488,625 across 23 Asset Management names. AMP ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
49,489 | $5,823,370 | |
| 2 | BLK |
BlackRock, Inc.
|
4,706 | $4,525,100 | |
| 3 | TROW |
Price T Rowe Group Inc
|
32,281 | $3,670,026 | |
| 4 | STT |
State Street Corp
|
18,932 | $3,210,866 | |
| 5 | ARCC |
Ares Capital Corp
|
164,459 | $3,047,424 | |
| 6 | AMP |
Ameriprise Financial Inc
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|
5,035 | $2,309,856 | |
| 7 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
271,050 | $2,027,454 | |
| 8 | OCSL |
Oaktree Specialty Lending Corp
|
112,168 | $1,339,285 |
All Filings in AMP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,309,856 | 5,035 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,421,535 | 5,449 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,757,181 | 5,623 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,817,810 | 5,736 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,023,046 | 5,664 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,551,259 | 5,270 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,736,689 | 5,140 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,242,402 | 4,773 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,072,725 | 4,852 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,424,053 | 3,248 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,044,152 | 2,749 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $777,385 | 2,358 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $661,994 | 1,993 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $574,994 | 1,876 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $474,925 | 1,885 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $448,026 | 1,885 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $701,640 | 2,336 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $511,072 | 1,935 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $342,956 | 1,378 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,026,499 | 4,416 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $845,529 | 4,351 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $340,737 | 2,211 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $431,064 | 2,873 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $307,644 | 3,002 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||