Position in AMP
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,835,330
+$339,780 QoQ
Shares Held
10,540
+4.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#17
of 159 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CX Institutional holds $13,060,782 across 49 Asset Management names. AMP ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
10,540 | $4,835,330 | |
| 2 | STT |
State Street Corp
|
9,788 | $1,660,044 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
81,360 | $1,058,493 | |
| 4 | RJF |
Raymond James Financial Inc
|
4,957 | $753,612 | |
| 5 | BLK |
BlackRock, Inc.
|
633 | $608,667 | |
| 6 | BX |
Blackstone Inc.
|
4,615 | $543,047 | |
| 7 | IVZ |
Invesco Ltd.
|
16,358 | $431,687 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,409 | $403,318 |
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,835,330 | 10,540 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $4,495,550 | 10,116 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $395,214 | 806 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $393,491 | 801 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $422,714 | 792 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,605,822 | 9,514 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $358,857 | 674 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $314,772 | 670 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $279,382 | 654 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $288,931 | 659 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $253,346 | 667 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $212,973 | 646 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,492,464 | 13,525 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,776,080 | 12,320 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $47,298 | 199 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $69,199 | 262 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $54,753 | 220 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $41,608 | 179 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $30,315 | 156 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $16,797 | 109 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $28,057 | 187 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $26,849 | 262 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||