Cornerstone Wealth Group, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1774879
HUNTERSVILLE, NC
Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$212,864
-$6,669 QoQ
Shares Held
464
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,071
of 1,371 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $15,155,017 across 9 Asset Management names. AMP ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,854 | $8,513,652 | |
| 2 | BX |
Blackstone Inc.
|
35,157 | $4,136,924 | |
| 3 | ARES |
Ares Management Corp
|
7,176 | $798,760 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,587 | $393,301 | |
| 5 | STT |
State Street Corp
|
2,230 | $378,208 | |
| 6 | NTRS |
Northern Trust Corp
|
1,503 | $261,281 | |
| 7 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
8,453 | $254,773 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
464 | $212,864 |
All Filings in AMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,864 | 464 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $219,533 | 494 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $260,860 | 532 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $298,188 | 607 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $318,636 | 597 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $291,434 | 602 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $311,471 | 585 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $269,670 | 574 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $238,799 | 559 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $223,604 | 510 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||