Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$213,323
+$5,344 QoQ
Shares Held
465
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,071
of 1,372 holders
Holding Since
Jun 2024
8 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, 2026Quotient Wealth Partners, LLC holds $2,645,094 across 8 Asset Management names. AMP ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
715 | $687,515 | |
| 2 | BX |
Blackstone Inc.
|
3,913 | $460,442 | |
| 3 | APO |
Apollo Global Management, Inc.
|
3,036 | $359,189 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
8,382 | $252,884 | |
| 5 | STT |
State Street Corp
|
1,432 | $242,867 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,468 | $226,513 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
465 | $213,323 | |
| 8 | ARES |
Ares Management Corp
|
1,818 | $202,361 |
All Filings in AMP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,323 | 465 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $207,979 | 468 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $226,537 | 462 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $230,396 | 469 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $258,325 | 484 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $219,785 | 454 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $237,996 | 447 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $208,895 | 489 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||