Empirical Asset Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1926596
WELLESLEY, MA
Position in AMP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$651,439
-$56,490 QoQ
Shares Held
1,420
-10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#716
of 1,372 holders
Holding Since
Dec 2021
12 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, 2026Empirical Asset Management, LLC holds $4,859,524 across 9 Asset Management names. AMP ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
122,100 | $2,304,027 | |
| 2 | STT |
State Street Corp
|
4,166 | $706,553 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
1,420 | $651,439 | |
| 4 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
13,011 | $286,762 | |
| 5 | BST |
BlackRock Science & Technology Trust
|
5,000 | $253,550 | |
| 6 | APO |
Apollo Global Management, Inc.
|
2,131 | $252,118 | |
| 7 | MHD |
Blackrock Muniholdings Fund, Inc.
|
14,856 | $176,786 | |
| 8 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
20,811 | $127,779 |
All Filings in AMP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,439 | 1,420 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $707,929 | 1,593 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $967,652 | 1,813 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $750,370 | 1,550 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,403,728 | 8,271 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,092,045 | 8,710 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $289,500 | 6,840 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $252,541 | 576 | Shares | Sole | 2024-05-10 | |
| 2022-09-30 | $422,016 | 1,675 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $395,974 | 1,666 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $524,128 | 1,745 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $595,476 | 1,974 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||