Position in AMP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$234,426
+$12,226 QoQ
Shares Held
511
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,039
of 1,372 holders
Holding Since
Mar 2020
25 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, 2026OPPENHEIMER & CO INC holds $257,562,361 across 186 Asset Management names. AMP ranks #139 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
160,749 | $18,915,334 | |
| 2 | KKR |
KKR & Co. Inc.
|
200,542 | $18,405,744 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
274,133 | $10,704,893 | |
| 4 | CG |
Carlyle Group Inc.
|
218,691 | $9,209,078 | |
| 5 | BLK |
BlackRock, Inc.
|
9,356 | $8,996,355 | |
| 6 | ARCC |
Ares Capital Corp
|
472,826 | $8,761,465 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
257,568 | $7,734,767 | |
| 8 | APO |
Apollo Global Management, Inc.
|
53,791 | $6,364,013 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,426 | 511 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $222,200 | 500 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $245,170 | 500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $374,332 | 762 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,439,469 | 2,697 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,457,655 | 3,011 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,487,948 | 6,551 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,987,051 | 6,358 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,171,406 | 5,083 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,191,761 | 4,999 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,907,506 | 5,022 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,615,761 | 4,901 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,571,116 | 4,730 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,562,230 | 5,097 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,465,929 | 4,708 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,180,637 | 4,686 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,130,643 | 4,757 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,386,161 | 4,615 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $1,258,267 | 4,764 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,190,641 | 4,784 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,286,843 | 5,536 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,530,737 | 7,877 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $699,659 | 4,540 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $854,777 | 5,697 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $736,011 | 7,182 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||