Position in AMP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$245,753
New position
Shares Held
553
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Sargent Investment Group, LLC holds $33,566,073 across 10 Asset Management names. AMP ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CG |
Carlyle Group Inc.
|
303,683 | $14,695,220 | |
| 2 | BX |
Blackstone Inc.
|
90,915 | $10,454,315 | |
| 3 | ARCC |
Ares Capital Corp
|
289,212 | $5,211,600 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
129,280 | $1,557,824 | |
| 5 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
19,085 | $493,919 | |
| 6 | TSLX |
Sixth Street Specialty Lending, Inc.
|
18,400 | $338,192 | |
| 7 | GDV |
Gabelli Dividend & Income Trust
|
12,000 | $323,160 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
553 | $245,753 |
All Filings in AMP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,753 | 553 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||