Position in AMP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$355,539
+$15,573 QoQ
Shares Held
775
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#900
of 1,372 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $3,484,558 across 10 Asset Management names. AMP ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
914 | $878,865 | |
| 2 | STT |
State Street Corp
|
2,366 | $401,273 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
8,926 | $380,158 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
775 | $355,539 | |
| 5 | BX |
Blackstone Inc.
|
2,897 | $340,889 | |
| 6 | APO |
Apollo Global Management, Inc.
|
2,075 | $245,493 | |
| 7 | KKR |
KKR & Co. Inc.
|
2,583 | $237,067 | |
| 8 | EQH |
Equitable Holdings, Inc.
|
5,082 | $222,998 |
All Filings in AMP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,539 | 775 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $339,966 | 765 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $385,897 | 787 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $449,002 | 914 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $491,031 | 920 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $397,454 | 821 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $412,100 | 774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $367,391 | 782 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $331,499 | 776 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $339,791 | 775 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $283,733 | 747 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $249,897 | 758 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $246,462 | 742 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||