Position in AMP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$455,065
-$2,912 QoQ
Shares Held
1,024
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026Optimize Financial Inc holds $951,131 across 2 Asset Management names. AMP ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,314 | $496,066 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
1,024 | $455,065 |
All Filings in AMP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $455,065 | 1,024 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $457,977 | 934 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $452,932 | 922 | Shares | Sole | 2025-11-05 | |
| 2024-12-31 | $395,063 | 742 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||