Legacy Capital Group California, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 1977092
LOS GATOS, CA
Position in AMP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$574,367
+$2,425 QoQ
Shares Held
1,252
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#744
of 1,372 holders
Holding Since
Mar 2024
10 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, 2026Legacy Capital Group California, Inc. holds $1,686,002 across 2 Asset Management names. AMP ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
105,870 | $1,111,635 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
1,252 | $574,367 |
All Filings in AMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,367 | 1,252 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $571,942 | 1,287 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $722,270 | 1,473 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $793,368 | 1,615 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $866,777 | 1,624 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $808,463 | 1,670 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $891,287 | 1,674 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,106,872 | 2,356 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,011,585 | 2,368 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,071,547 | 2,444 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||