Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$31,219,076
-$72,016 QoQ
Shares Held
68,051
-3.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#127
of 1,371 holders
Holding Since
Dec 2022
15 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, 2026Moran Wealth Management, LLC holds $104,771,959 across 11 Asset Management names. AMP ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
68,051 | $31,219,076 | |
| 2 | BX |
Blackstone Inc.
|
133,642 | $15,725,653 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
45,453 | $15,381,295 | |
| 4 | TROW |
Price T Rowe Group Inc
|
124,645 | $14,170,889 | |
| 5 | BLK |
BlackRock, Inc.
|
13,633 | $13,108,947 | |
| 6 | HLNE |
Hamilton Lane INC
|
71,786 | $5,658,889 | |
| 7 | SEIC |
Sei Investments Co
|
41,009 | $3,596,898 | |
| 8 | VCTR |
Victory Capital Holdings, Inc.
|
29,552 | $2,484,141 |
All Filings in AMP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,219,076 | 68,051 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $31,291,092 | 70,412 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $32,937,117 | 67,172 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $34,034,782 | 69,282 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,627,203 | 77,993 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $39,114,151 | 80,796 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $43,348,853 | 81,417 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,614,642 | 77,935 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $23,861,551 | 55,857 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,559,655 | 56,016 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,723,997 | 57,194 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,513,429 | 59,189 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,905,684 | 59,928 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,647,460 | 60,840 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $18,227,288 | 58,539 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||