Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$739,979
+$23,162 QoQ
Shares Held
1,613
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#689
of 1,372 holders
Holding Since
Jun 2022
14 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, 2026Frank, Rimerman Advisors LLC holds $14,246,368 across 14 Asset Management names. AMP ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
34,448 | $3,916,393 | |
| 2 | BX |
Blackstone Inc.
|
22,181 | $2,610,038 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
171,191 | $1,497,921 | |
| 4 | ARES |
Ares Management Corp
|
10,471 | $1,165,527 | |
| 5 | TPG |
TPG Inc.
|
24,965 | $1,012,330 | |
| 6 | AMP |
Ameriprise Financial Inc
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|
1,613 | $739,979 | |
| 7 | BEN |
Franklin Resources Inc
|
22,201 | $738,627 | |
| 8 | BLK |
BlackRock, Inc.
|
576 | $553,858 |
All Filings in AMP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,979 | 1,613 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $716,817 | 1,613 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $791,408 | 1,614 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $802,211 | 1,633 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $873,182 | 1,636 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $901,412 | 1,862 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $952,517 | 1,789 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $801,026 | 1,705 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $732,203 | 1,714 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $292,632 | 881 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $271,865 | 887 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $278,053 | 893 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $226,251 | 898 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $202,503 | 852 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||