Position in AMP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$649,145
+$22,986 QoQ
Shares Held
1,415
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#147
of 374 holders
Holding Since
Mar 2020
23 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, 2026Crewe Advisors LLC holds $2,954,295 across 29 Asset Management names. AMP ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RWAY |
Runway Growth Finance Corp.
|
172,002 | $964,931 | |
| 2 | BX |
Blackstone Inc.
|
6,033 | $709,903 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
1,415 | $649,145 | |
| 4 | BLK |
BlackRock, Inc.
|
112 | $107,694 | |
| 5 | GSBD |
Goldman Sachs BDC, Inc.
|
9,943 | $94,259 | |
| 6 | APO |
Apollo Global Management, Inc.
|
775 | $91,690 | |
| 7 | KKR |
KKR & Co. Inc.
|
746 | $68,467 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
4,432 | $48,175 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,145 | 1,415 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $626,159 | 1,409 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $690,889 | 1,409 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $692,171 | 1,409 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $734,412 | 1,376 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $667,103 | 1,378 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $732,623 | 1,376 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $662,432 | 1,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $601,056 | 1,407 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $625,653 | 1,427 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $457,052 | 1,376 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $421,437 | 1,375 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $453,666 | 1,457 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $388,254 | 1,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $357,233 | 1,503 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $421,405 | 1,403 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $74,481 | 282 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $70,930 | 285 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $70,897 | 305 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $59,270 | 305 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $49,777 | 323 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $40,510 | 270 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $27,669 | 270 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||