Position in AMP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$251,400
+$35,422 QoQ
Shares Held
548
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,015
of 1,378 holders
Holding Since
Mar 2024
8 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, 2026Revisor Wealth Management LLC holds $3,107,006 across 6 Asset Management names. AMP ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
52,586 | $1,086,952 | |
| 2 | BLK |
BlackRock, Inc.
|
898 | $863,480 | |
| 3 | BEN |
Franklin Resources Inc
|
11,104 | $369,430 | |
| 4 | TROW |
Price T Rowe Group Inc
|
2,860 | $325,153 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
548 | $251,400 | |
| 6 | SEIC |
Sei Investments Co
|
2,401 | $210,591 |
All Filings in AMP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,400 | 548 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $215,978 | 486 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $238,305 | 486 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $238,747 | 486 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $259,392 | 486 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $235,277 | 486 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $208,595 | 444 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $389,334 | 888 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||