Position in AMP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,581,998
+$755,170 QoQ
Shares Held
7,808
+22.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#370
of 1,372 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $468,732,062 across 229 Asset Management names. AMP ranks #24 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,980,953 | $59,765,352 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,891,228 | $35,687,472 | |
| 3 | BX |
Blackstone Inc.
|
283,769 | $33,391,098 | |
| 4 | BLK |
BlackRock, Inc.
|
34,123 | $32,811,311 | |
| 5 | FHI |
Federated Hermes, Inc.
|
472,377 | $26,084,657 | |
| 6 | KKR |
KKR & Co. Inc.
|
125,386 | $11,507,927 | |
| 7 | ARCC |
Ares Capital Corp
|
520,151 | $9,638,398 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
187,775 | $7,554,188 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,581,998 | 7,808 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,826,828 | 6,361 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,747,962 | 9,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,515,570 | 9,192 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,303,675 | 9,937 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,484,795 | 9,264 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,195,984 | 9,759 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,755,886 | 10,123 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,916,102 | 11,508 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,940,341 | 11,268 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,886,420 | 10,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,960,196 | 8,979 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,926,329 | 8,810 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,644,788 | 8,629 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,528,565 | 14,544 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,501,359 | 9,928 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,428,614 | 10,218 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,802,358 | 9,330 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,883,567 | 9,559 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,536,080 | 9,602 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,381,283 | 9,568 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,226,638 | 9,579 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $772,850 | 3,977 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $7,551 | 49 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||