Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$661,073
+$21,582 QoQ
Shares Held
1,441
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#711
of 1,371 holders
Holding Since
Dec 2023
11 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, 2026ROI Financial Advisors, LLC holds $1,094,736 across 2 Asset Management names. AMP ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
1,441 | $661,073 | |
| 2 | BLK |
BlackRock, Inc.
|
451 | $433,663 |
All Filings in AMP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,073 | 1,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $639,491 | 1,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $721,780 | 1,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $719,190 | 1,464 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $715,731 | 1,341 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $584,320 | 1,207 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $543,611 | 1,021 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $461,823 | 983 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $351,577 | 823 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $326,637 | 745 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $260,183 | 685 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||