Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$716,124
+$24,194 QoQ
Shares Held
1,561
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#697
of 1,374 holders
Holding Since
Dec 2025
3 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, 2026Marble Wealth, LLC holds $10,969,872 across 6 Asset Management names. AMP ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
47,775 | $5,621,684 | |
| 2 | APO |
Apollo Global Management, Inc.
|
14,054 | $1,662,728 | |
| 3 | ARCC |
Ares Capital Corp
|
76,661 | $1,420,528 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
42,815 | $1,015,143 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
1,561 | $716,124 | |
| 6 | BLK |
BlackRock, Inc.
|
555 | $533,665 |
All Filings in AMP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,124 | 1,561 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $691,930 | 1,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $837,010 | 1,707 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||