Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$792,278
-$7,642 QoQ
Shares Held
1,727
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#669
of 1,374 holders
Holding Since
Mar 2021
20 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, 2026PINNACLE ASSOCIATES LTD holds $99,783,975 across 31 Asset Management names. AMP ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
40,477 | $38,921,064 | |
| 2 | BX |
Blackstone Inc.
|
200,175 | $23,554,592 | |
| 3 | RJF |
Raymond James Financial Inc
|
98,433 | $14,964,768 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,854 | $6,870,100 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
40,195 | $1,763,756 | |
| 6 | TROW |
Price T Rowe Group Inc
|
14,877 | $1,691,366 | |
| 7 | APO |
Apollo Global Management, Inc.
|
14,232 | $1,683,787 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
130,712 | $1,673,113 |
All Filings in AMP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,278 | 1,727 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $799,920 | 1,800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $734,529 | 1,498 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $645,011 | 1,313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $664,493 | 1,245 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $665,167 | 1,374 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $720,377 | 1,353 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $537,462 | 1,144 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $593,794 | 1,390 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $633,545 | 1,445 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $434,525 | 1,144 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $362,318 | 1,099 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $342,789 | 1,032 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $378,221 | 1,234 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $300,783 | 966 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $237,588 | 943 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $208,449 | 694 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $207,070 | 784 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $233,947 | 940 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $218,270 | 939 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||