Position in AMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$740,897
+$23,191 QoQ
Shares Held
1,615
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#149
of 411 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SEARLE & CO. holds $4,955,884 across 7 Asset Management names. AMP ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
57,467 | $2,521,651 | |
| 2 | AMP |
Ameriprise Financial Inc
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|
1,615 | $740,897 | |
| 3 | HLNE |
Hamilton Lane INC
|
7,700 | $606,991 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,260 | $343,587 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
5,662 | $253,940 | |
| 6 | PEO |
Adams Natural Resources Fund, Inc.
|
10,254 | $253,478 | |
| 7 | BX |
Blackstone Inc.
|
2,000 | $235,340 |
All Filings in AMP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,897 | 1,615 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $717,706 | 1,615 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $791,899 | 1,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $793,368 | 1,615 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $861,973 | 1,615 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $781,837 | 1,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $859,874 | 1,615 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $803,375 | 1,710 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,315,318 | 3,079 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $644,068 | 1,469 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $557,970 | 1,469 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||