Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,447,149
+$286,755 QoQ
Shares Held
59,829
-2.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#134
of 1,374 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 1%
None 3%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. AMP ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,447,149 | 59,829 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,160,394 | 61,117 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,708,521 | 62,627 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $35,194,621 | 71,643 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $41,151,647 | 77,102 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $37,551,441 | 77,568 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $41,582,780 | 78,100 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,693,080 | 82,359 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,987,286 | 81,901 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $35,484,700 | 80,934 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $30,961,080 | 81,513 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $26,402,420 | 80,085 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $26,782,723 | 80,632 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,093,876 | 85,135 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $26,144,179 | 83,965 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,496,372 | 85,320 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,595,208 | 86,651 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $28,383,717 | 94,499 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $19,204,163 | 72,710 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,090,837 | 64,653 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,835,189 | 59,519 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,435,908 | 53,702 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,449,387 | 54,827 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,921,843 | 66,128 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,940,457 | 57,967 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||