Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,887,796
+$67,534 QoQ
Shares Held
4,115
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#497
of 1,374 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $87,428,591 across 57 Asset Management names. AMP ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
61,426 | $10,417,848 | |
| 2 | BX |
Blackstone Inc.
|
82,869 | $9,751,194 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
188,371 | $7,578,165 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
503,296 | $6,547,880 | |
| 5 | BLK |
BlackRock, Inc.
|
6,423 | $6,176,099 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
479,388 | $5,210,947 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
143,326 | $3,398,259 | |
| 8 | ARCC |
Ares Capital Corp
|
165,718 | $3,070,753 |
All Filings in AMP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,887,796 | 4,115 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,820,262 | 4,096 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,035,401 | 4,151 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,032,301 | 4,137 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,657,764 | 3,106 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,175,448 | 8,625 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $677,783 | 1,273 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $595,249 | 1,267 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $520,744 | 1,219 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $401,611 | 916 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $257,904 | 679 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $232,754 | 706 | Shares | Sole | 2023-10-13 | |
| 2021-09-30 | $154,774 | 586 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $152,812 | 614 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $112,273 | 483 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $23,513 | 121 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $12,482 | 81 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $12,153 | 81 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,608 | 84 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||