Position in AMP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$63,308
+$2,311 QoQ
Shares Held
138
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,169
of 1,372 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $1,808,660 across 15 Asset Management names. AMP ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
5,008 | $870,590 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,711 | $439,048 | |
| 3 | BLK |
BlackRock, Inc.
|
180 | $173,080 | |
| 4 | ARES |
Ares Management Corp
|
1,214 | $135,130 | |
| 5 | BX |
Blackstone Inc.
|
595 | $70,013 | |
| 6 | AMP |
Ameriprise Financial Inc
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|
138 | $63,308 | |
| 7 | PFG |
Principal Financial Group Inc
|
152 | $16,382 | |
| 8 | KKR |
KKR & Co. Inc.
|
105 | $9,636 |
All Filings in AMP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,308 | 138 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $60,997 | 126 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $67,086 | 126 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $59,196 | 126 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $60,660 | 142 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $62,258 | 142 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $55,075 | 145 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $46,814 | 142 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $47,166 | 142 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $43,523 | 142 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $44,214 | 142 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $35,776 | 142 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $33,750 | 142 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $42,651 | 142 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $48,567 | 161 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $39,882 | 151 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $37,580 | 151 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $33,007 | 142 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $27,594 | 142 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $21,883 | 142 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $21,305 | 142 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $16,089 | 157 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||