Position in AMP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$554,640
+$39,136 QoQ
Shares Held
1,209
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#79
of 206 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $14,405,336 across 21 Asset Management names. AMP ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,619 | $2,518,325 | |
| 2 | BX |
Blackstone Inc.
|
15,420 | $1,814,471 | |
| 3 | ARES |
Ares Management Corp
|
13,800 | $1,536,078 | |
| 4 | TROW |
Price T Rowe Group Inc
|
10,362 | $1,178,055 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
26,632 | $1,071,405 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
69,157 | $751,736 | |
| 7 | STT |
State Street Corp
|
3,902 | $661,779 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
1,209 | $554,640 |
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,640 | 1,209 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $515,504 | 1,160 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $972,344 | 1,983 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $976,605 | 1,988 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,101,084 | 2,063 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $565,440 | 1,168 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $602,178 | 1,131 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $530,415 | 1,129 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $495,967 | 1,161 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $531,827 | 1,213 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $580,000 | 1,527 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $413,748 | 1,255 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $397,263 | 1,196 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $536,988 | 1,752 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $330,986 | 1,063 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $200,552 | 796 | Shares | Sole | 2022-10-31 | |
| 2022-03-31 | $376,351 | 1,253 | Shares | Sole | 2022-04-28 | |
| 2021-03-31 | $99,953 | 430 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $136,419 | 702 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $110,959 | 720 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $109,829 | 732 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $73,683 | 719 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||