Position in AMP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$155,060
+$4,853 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#290
of 411 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $1,418,999 across 12 Asset Management names. AMP ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
14,014 | $596,856 | |
| 2 | BLK |
BlackRock, Inc.
|
312 | $300,006 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
338 | $155,060 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,120 | $102,793 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
1,544 | $69,248 | |
| 6 | BX |
Blackstone Inc.
|
560 | $65,895 | |
| 7 | PFG |
Principal Financial Group Inc
|
535 | $57,662 | |
| 8 | ASG |
Liberty All Star Growth Fund Inc.
|
8,945 | $48,929 |
All Filings in AMP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,060 | 338 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $150,207 | 338 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $165,734 | 338 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $166,042 | 338 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $180,400 | 338 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $163,629 | 338 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $179,428 | 337 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $64,363 | 137 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $58,525 | 137 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $60,066 | 137 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $52,036 | 137 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $45,166 | 137 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $45,505 | 137 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $41,990 | 137 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $42,657 | 137 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $34,517 | 137 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $32,562 | 137 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $41,149 | 137 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $41,327 | 137 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $35,920 | 136 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $33,847 | 136 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $7,366,108 | 31,689 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $26,428 | 136 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $20,958 | 136 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $20,405 | 136 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $13,937 | 136 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||