Position in AMP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,514,753
+$104,628 QoQ
Shares Held
12,021
-1.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#306
of 1,378 holders
Holding Since
Jun 2021
20 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, 2026Journey Advisory Group, LLC holds $13,728,357 across 5 Asset Management names. AMP ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
12,021 | $5,514,753 | |
| 2 | DLY |
DoubleLine Yield Opportunities Fund
|
197,661 | $2,781,090 | |
| 3 | DSL |
DoubleLine Income Solutions Fund
|
230,114 | $2,545,060 | |
| 4 | DBL |
DoubleLine Opportunistic Credit Fund
|
171,944 | $2,472,554 | |
| 5 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
30,000 | $414,900 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,514,753 | 12,021 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,410,125 | 12,174 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,986,070 | 12,208 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,482,043 | 13,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,906,999 | 12,941 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,163,204 | 12,731 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,955,229 | 11,185 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,254,824 | 11,185 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,778,120 | 11,185 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,476,033 | 10,209 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,568,123 | 9,394 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,990,527 | 9,071 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,738,659 | 8,245 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,066,116 | 6,741 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,369,093 | 4,397 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,023,420 | 4,062 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $900,807 | 3,790 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $835,901 | 2,783 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $452,701 | 1,714 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $251,617 | 1,011 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||