Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,291,337
+$13,199 QoQ
Shares Held
11,534
-2.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#315
of 1,374 holders
Holding Since
Jun 2021
20 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, 2026Summit Financial, LLC holds $139,691,499 across 93 Asset Management names. AMP ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
360,966 | $10,890,344 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
572,407 | $10,801,320 | |
| 3 | BX |
Blackstone Inc.
|
70,333 | $8,276,084 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
465,415 | $7,772,430 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
454,618 | $6,287,366 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,162,973 | $5,803,235 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
11,534 | $5,291,337 | |
| 8 | KKR |
KKR & Co. Inc.
|
49,881 | $4,578,078 |
All Filings in AMP
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,291,337 | 11,534 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,278,138 | 11,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,241,344 | 4,571 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,265,830 | 6,648 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,651,780 | 6,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,361,175 | 6,943 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,685,044 | 5,043 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,948,527 | 6,276 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,664,384 | 6,237 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,482,365 | 3,381 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,330,164 | 3,502 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,165,089 | 3,534 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,257,225 | 3,785 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,221,709 | 3,986 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,219,013 | 3,915 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,007,800 | 4,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $892,488 | 3,755 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,138,965 | 3,792 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $725,273 | 2,746 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $282,727 | 1,136 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||