Position in AMP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$228,462
+$14,706 QoQ
Shares Held
498
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,052
of 1,372 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Everhart Financial Group, Inc. holds $3,223,799 across 7 Asset Management names. AMP ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,227 | $1,179,834 | |
| 2 | ARES |
Ares Management Corp
|
6,033 | $671,533 | |
| 3 | CG |
Carlyle Group Inc.
|
11,369 | $478,748 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,901 | $266,253 | |
| 5 | BX |
Blackstone Inc.
|
2,238 | $263,345 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
498 | $228,462 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
12,477 | $135,624 |
All Filings in AMP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,462 | 498 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $213,756 | 481 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $251,054 | 512 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $252,011 | 513 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||