Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$24,442
-$2,526 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 55%
Shared 45%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Mechanics Financial Corp holds $2,061,087 across 5 Asset Management names. AMP ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,856 | $1,784,933 | |
| 2 | NAD |
Nuveen Quality Municipal Income Fund
|
8,500 | $97,750 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
5,000 | $85,600 | |
| 4 | MMU |
Western Asset Managed Municipals Fund Inc.
|
6,650 | $68,362 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
55 | $24,442 |
All Filings in AMP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,442 | 55 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $26,968 | 55 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $27,018 | 55 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $29,355 | 55 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $26,626 | 55 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $29,283 | 55 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $25,839 | 55 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $23,495 | 55 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $24,114 | 55 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,495 | 25 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,242 | 25 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,304 | 25 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,662 | 25 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $7,784 | 25 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $6,298 | 25 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,942 | 25 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,509 | 25 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,541 | 25 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||