Position in AMP
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$399,071
-$25,073 QoQ
Shares Held
898
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 84.74387527839644.ToString("F0")%
Shared 0.ToString("F0")%
None 15.256124721603564.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIDELIS CAPITAL PARTNERS, LLC holds $66,931,552 across 11 Asset Management names. AMP ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
1,650,820 | $40,263,499 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
543,915 | $19,276,347 | |
| 3 | BX |
Blackstone Inc.
|
15,410 | $1,771,995 | |
| 4 | BLK |
BlackRock, Inc.
|
1,826 | $1,756,082 | |
| 5 | SII |
Sprott Inc.
|
12,258 | $1,751,668 | |
| 6 | KKR |
KKR & Co. Inc.
|
6,416 | $593,480 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
10,239 | $414,372 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
898 | $399,071 |
All Filings in AMP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,071 | 898 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $424,144 | 865 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $392,508 | 799 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $379,482 | 711 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $339,361 | 701 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $370,571 | 696 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $322,759 | 687 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $289,634 | 678 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $281,916 | 643 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $249,168 | 656 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $205,720 | 624 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||