Position in AMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,397,321
+$6,880,653 QoQ
Shares Held
136,013
+8.9% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 1,371 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,167,427,980 across 452 Asset Management names. AMP ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,397,321 | 136,013 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $55,516,668 | 124,925 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $63,607,393 | 129,721 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $64,131,704 | 130,548 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $76,178,213 | 142,728 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $72,183,703 | 149,106 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $78,032,939 | 146,560 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $74,754,286 | 159,116 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $69,796,864 | 163,386 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $69,511,591 | 158,543 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $63,532,263 | 167,265 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $59,000,520 | 178,963 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $61,140,688 | 184,070 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $56,191,256 | 183,332 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $50,867,892 | 163,368 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $40,270,678 | 159,836 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $41,722,584 | 175,541 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $59,921,817 | 199,500 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $58,407,758 | 221,141 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $73,248,368 | 294,312 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $78,762,426 | 338,836 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $77,482,477 | 398,716 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $56,965,834 | 369,644 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $69,302,274 | 461,892 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $47,590,172 | 464,385 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||