Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$524,362
-$134,683 QoQ
Shares Held
1,143
-22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#768
of 1,371 holders
Holding Since
Dec 2023
11 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, 2026Parcion Private Wealth LLC holds $12,430,346 across 12 Asset Management names. AMP ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,382 | $8,059,795 | |
| 2 | BX |
Blackstone Inc.
|
15,128 | $1,780,111 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
1,143 | $524,362 | |
| 4 | ARCC |
Ares Capital Corp
|
22,982 | $425,856 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
6,997 | $363,494 | |
| 6 | NTRS |
Northern Trust Corp
|
2,004 | $348,375 | |
| 7 | IVZ |
Invesco Ltd.
|
10,048 | $265,166 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,678 | $245,786 |
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,362 | 1,143 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $659,045 | 1,483 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $693,340 | 1,414 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $321,768 | 655 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $344,254 | 645 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $365,986 | 756 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $315,730 | 593 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $278,597 | 593 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $253,322 | 593 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $256,486 | 585 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $222,200 | 585 | Shares | Other | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||