Global Retirement Partners, LLC
PensionPosition in AMP — Ameriprise Financial Inc
CIK 1749744
San Rafael, CA
Position in AMP
as of Dec 31, 2025
· filed Feb 6, 2026
Position Value
$2,186,426
+$273,008 QoQ
Shares Held
4,459
+14.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
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 Dec 31, 2025Global Retirement Partners, LLC holds $53,874,882 across 227 Asset Management names. AMP ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
40,603 | $6,258,546 | |
| 2 | BLK |
BlackRock, Inc.
|
5,557 | $5,947,879 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
113,836 | $2,997,301 | |
| 4 | AMP |
Ameriprise Financial Inc
This page
|
4,459 | $2,186,426 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
112,052 | $1,680,780 | |
| 6 | ARCC |
Ares Capital Corp
|
76,077 | $1,539,037 | |
| 7 | APO |
Apollo Global Management, Inc.
|
10,198 | $1,476,262 | |
| 8 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
60,401 | $1,411,571 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,186,426 | 4,459 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,913,418 | 3,895 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,231,525 | 4,181 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,995,547 | 3,748 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,753,330 | 3,732 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,465,688 | 3,431 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $504,644 | 1,151 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $432,626 | 1,139 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $370,890 | 1,125 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $370,690 | 1,116 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $358,298 | 1,169 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $303,585 | 975 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $239,100 | 949 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $228,648 | 962 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $290,147 | 966 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $204,957 | 776 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $186,908 | 751 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $168,061 | 723 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $152,937 | 787 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $120,822 | 784 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $115,980 | 773 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $72,248 | 705 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||