Position in AMP
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$22,220
-$2,297 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PFS Partners, LLC holds $1,171,983 across 22 Asset Management names. AMP ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
91,921 | $552,445 | |
| 2 | EIM |
Eaton Vance Municipal Bond Fund
|
15,728 | $153,662 | |
| 3 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
7,000 | $112,490 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
9,188 | $79,568 | |
| 5 | BX |
Blackstone Inc.
|
479 | $55,080 | |
| 6 | GLAD |
Gladstone Capital Corp
|
1,969 | $34,162 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
1,375 | $23,526 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
50 | $22,220 |
All Filings in AMP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,220 | 50 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $24,517 | 50 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $24,562 | 50 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $26,686 | 50 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $24,205 | 50 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $26,621 | 50 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $23,490 | 50 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $21,359 | 50 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $21,922 | 50 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $36,083 | 95 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $31,319 | 95 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $31,555 | 95 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $29,117 | 95 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $29,580 | 95 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $23,935 | 95 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $22,579 | 95 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $28,534 | 95 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $28,657 | 95 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||