Position in AMP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$438,574
+$13,728 QoQ
Shares Held
956
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#831
of 1,371 holders
Holding Since
Dec 2020
22 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, 2026BAILARD, INC. holds $34,983,008 across 10 Asset Management names. AMP ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
26,361 | $25,347,683 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
97,366 | $2,937,532 | |
| 3 | JHG |
Janus Henderson Group Ltd.
|
54,350 | $2,823,482 | |
| 4 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
28,412 | $1,109,488 | |
| 5 | BX |
Blackstone Inc.
|
8,087 | $951,597 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,678 | $567,835 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
12,625 | $537,698 | |
| 8 | AMP |
Ameriprise Financial Inc
This page
|
956 | $438,574 |
All Filings in AMP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,574 | 956 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $424,846 | 956 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $466,313 | 951 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $467,670 | 952 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $507,577 | 951 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $461,840 | 954 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $506,873 | 952 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $447,259 | 952 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $478,025 | 1,119 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $490,614 | 1,119 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $425,029 | 1,119 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $863,761 | 2,620 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $371,687 | 1,119 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $350,023 | 1,142 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $348,423 | 1,119 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $281,932 | 1,119 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $265,963 | 1,119 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,804,761 | 9,338 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $2,527,892 | 9,571 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,347,187 | 9,431 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,012,784 | 8,659 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,232,635 | 6,343 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||