Position in AMP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$15,044,273
-$1,458,119 QoQ
Shares Held
33,853
+0.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LOWE BROCKENBROUGH & CO INC holds $22,295,990 across 9 Asset Management names. AMP ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
33,853 | $15,044,273 | |
| 2 | BLK |
BlackRock, Inc.
|
2,787 | $2,680,285 | |
| 3 | NTRS |
Northern Trust Corp
|
10,190 | $1,422,218 | |
| 4 | TROW |
Price T Rowe Group Inc
|
10,162 | $916,002 | |
| 5 | BX |
Blackstone Inc.
|
7,319 | $841,611 | |
| 6 | FHI |
Federated Hermes, Inc.
|
9,711 | $550,710 | |
| 7 | CSQ |
Calamos Strategic Total Return Fund
|
26,637 | $456,025 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
5,660 | $229,060 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,044,273 | 33,853 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,502,392 | 33,655 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,586,565 | 33,764 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,955,210 | 33,641 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,836,377 | 34,778 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,111,042 | 35,894 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,247,664 | 36,712 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $18,754,495 | 43,902 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,390,009 | 44,225 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,254,260 | 37,528 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,450,453 | 46,865 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,597,569 | 46,958 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,306,807 | 46,678 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,468,118 | 46,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,701,565 | 46,444 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,724,992 | 49,331 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $15,318,660 | 51,001 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $13,633,610 | 51,619 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,996,264 | 52,219 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,909,343 | 51,234 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,946,003 | 51,181 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,749,883 | 50,288 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,631,784 | 50,865 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,288,992 | 51,610 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||