Position in AMP
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$205,312
-$21,225 QoQ
Shares Held
462
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MONTAG A & ASSOCIATES INC holds $6,656,609 across 26 Asset Management names. AMP ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,280 | $2,192,698 | |
| 2 | STT |
State Street Corp
|
11,225 | $1,420,636 | |
| 3 | PFG |
Principal Financial Group Inc
|
11,512 | $1,037,346 | |
| 4 | SLRC |
SLR Investment Corp.
|
30,713 | $439,503 | |
| 5 | BX |
Blackstone Inc.
|
3,081 | $354,284 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
5,568 | $225,336 | |
| 7 | AMP |
Ameriprise Financial Inc
This page
|
462 | $205,312 | |
| 8 | MPV |
Barings Participation Investors
|
8,500 | $145,690 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,312 | 462 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $226,537 | 462 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $89,407 | 182 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,138 | 182 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $90,044 | 186 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $99,031 | 186 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $87,384 | 186 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $79,457 | 186 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $81,549 | 186 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $70,648 | 186 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,320 | 186 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $61,781 | 186 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $57,009 | 186 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $57,914 | 186 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $41,571 | 165 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $39,217 | 165 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $49,559 | 165 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $206,805 | 783 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $194,873 | 783 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $195,955 | 843 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $149,245 | 768 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||