Performance Wealth Partners, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1908765
HINSDALE, IL
Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$405,085
+$9,569 QoQ
Shares Held
883
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#855
of 1,371 holders
Holding Since
Sep 2025
4 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, 2026Performance Wealth Partners, LLC holds $2,263,112 across 6 Asset Management names. AMP ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,771 | $655,550 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,536 | $654,964 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
883 | $405,085 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,378 | $218,252 | |
| 5 | BX |
Blackstone Inc.
|
1,723 | $202,745 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
14,459 | $126,516 |
All Filings in AMP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,085 | 883 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $395,516 | 890 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $436,402 | 890 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $437,212 | 890 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||