Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,996,589
+$295,797 QoQ
Shares Held
6,743
+22.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Zhang Financial LLC holds $10,956,399 across 9 Asset Management names. AMP ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
6,743 | $2,996,589 | |
| 2 | APO |
Apollo Global Management, Inc.
|
19,023 | $2,119,542 | |
| 3 | KKR |
KKR & Co. Inc.
|
14,835 | $1,372,237 | |
| 4 | BX |
Blackstone Inc.
|
11,818 | $1,358,951 | |
| 5 | BLK |
BlackRock, Inc.
|
1,257 | $1,208,869 | |
| 6 | CG |
Carlyle Group Inc.
|
21,852 | $1,057,418 | |
| 7 | STT |
State Street Corp
|
3,247 | $410,940 | |
| 8 | ARES |
Ares Management Corp
|
2,776 | $302,861 |
All Filings in AMP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,996,589 | 6,743 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,700,792 | 5,508 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,285,786 | 4,653 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,186,158 | 4,096 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,137,829 | 4,416 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,843,272 | 3,462 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,537,218 | 3,272 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,228,598 | 2,876 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,174,580 | 2,679 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $654,826 | 1,724 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $501,443 | 1,521 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $366,040 | 1,102 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||