Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,192,776
+$159,546 QoQ
Shares Held
2,600
+11.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#586
of 1,371 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. AMP ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
546,382 | $64,292,769 | |
| 2 | APO |
Apollo Global Management, Inc.
|
86,404 | $10,222,457 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
253,922 | $10,215,282 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
234,115 | $7,063,249 | |
| 5 | BLK |
BlackRock, Inc.
|
7,135 | $6,860,730 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
614,082 | $6,675,071 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
211,665 | $3,994,118 | |
| 8 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
249,723 | $3,154,001 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,776 | 2,600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,033,230 | 2,325 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,337,450 | 4,767 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,853,486 | 3,773 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,706,868 | 3,198 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,633,387 | 3,374 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,921,007 | 3,608 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,611,448 | 3,430 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,431,513 | 3,351 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,661,687 | 3,790 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,169,496 | 3,079 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,091,570 | 3,311 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,599,350 | 4,815 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $450,863 | 1,448 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $225,243 | 894 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $5,257,838 | 21,126 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,620,873 | 37,087 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,067,671 | 10,640 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||