Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$314,709
-$447,437 QoQ
Shares Held
686
-60.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#936
of 1,374 holders
Holding Since
Mar 2023
14 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, 2026Larson Financial Group LLC holds $27,458,766 across 135 Asset Management names. AMP ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
43,028 | $3,949,109 | |
| 2 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
145,361 | $3,203,756 | |
| 3 | MAIN |
Main Street Capital CORP
|
61,004 | $3,164,887 | |
| 4 | ARCC |
Ares Capital Corp
|
140,341 | $2,600,518 | |
| 5 | BX |
Blackstone Inc.
|
17,250 | $2,029,807 | |
| 6 | FSK |
FS KKR Capital Corp
|
191,523 | $2,010,991 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
105,572 | $1,992,143 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
55,308 | $1,668,642 |
All Filings in AMP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,709 | 686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $762,146 | 1,715 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $948,317 | 1,934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $932,392 | 1,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $910,009 | 1,705 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $737,299 | 1,523 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $662,342 | 1,244 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $624,377 | 1,329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $491,268 | 1,150 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $460,800 | 1,051 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $240,052 | 632 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $147,696 | 448 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $100,312 | 302 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $92,563 | 302 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||