Position in AMP
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,297,003
+$222,081 QoQ
Shares Held
7,419
+18.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $147,366,757 across 43 Asset Management names. AMP ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
980,026 | $88,339,543 | |
| 2 | BLK |
BlackRock, Inc.
|
8,726 | $8,391,881 | |
| 3 | KKR |
KKR & Co. Inc.
|
77,859 | $7,201,957 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
155,862 | $6,307,735 | |
| 5 | BX |
Blackstone Inc.
|
48,138 | $5,535,388 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
317,535 | $3,511,937 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
7,419 | $3,297,003 | |
| 8 | KBDC |
Kayne Anderson BDC, Inc.
|
235,341 | $3,228,878 |
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,297,003 | 7,419 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,074,922 | 6,271 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,697,453 | 5,491 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,043,118 | 3,828 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,227,390 | 4,601 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,509,439 | 2,835 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,425,403 | 3,034 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,261,492 | 2,953 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,214,917 | 2,771 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,096,569 | 2,887 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $934,313 | 2,834 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $867,601 | 2,612 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $815,903 | 2,662 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $771,574 | 2,478 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $641,716 | 2,547 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $474,646 | 1,997 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $531,336 | 1,769 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||