Position in AMP
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$40,440
-$4,671 QoQ
Shares Held
91
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 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 Mar 31, 2026Bell Investment Advisors, Inc holds $496,603 across 33 Asset Management names. AMP ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
128 | $123,098 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
2,028 | $54,086 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
91 | $40,440 | |
| 4 | JHG |
Janus Henderson Group Ltd.
|
617 | $31,695 | |
| 5 | PFG |
Principal Financial Group Inc
|
348 | $31,358 | |
| 6 | BX |
Blackstone Inc.
|
256 | $29,437 | |
| 7 | STT |
State Street Corp
|
165 | $20,882 | |
| 8 | RJF |
Raymond James Financial Inc
|
144 | $20,849 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,440 | 91 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $45,111 | 92 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $45,195 | 92 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $49,103 | 92 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,054 | 91 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $48,451 | 91 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $42,752 | 91 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,728 | 93 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $40,774 | 93 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $35,324 | 93 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,330 | 92 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,551 | 98 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $29,424 | 96 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $31,759 | 102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,384 | 69 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,310 | 56 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $20,601 | 78 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||