SageView Advisory Group, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1914558
NEWPORT BEACH, CA
Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$450,043
+$14,976 QoQ
Shares Held
981
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#828
of 1,379 holders
Holding Since
Dec 2024
7 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, 2026SageView Advisory Group, LLC holds $4,797,044 across 10 Asset Management names. AMP ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,422 | $1,367,338 | |
| 2 | STT |
State Street Corp
|
3,564 | $604,454 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
43,780 | $569,577 | |
| 4 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
68,824 | $569,174 | |
| 5 | BX |
Blackstone Inc.
|
3,938 | $463,384 | |
| 6 | AMP |
Ameriprise Financial Inc
This page
|
981 | $450,043 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,942 | $229,758 | |
| 8 | PFG |
Principal Financial Group Inc
|
1,982 | $213,619 |
All Filings in AMP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,043 | 981 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $435,067 | 979 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $501,617 | 1,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $569,850 | 1,160 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $594,041 | 1,113 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $256,094 | 529 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $345,014 | 648 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||