Position in AMP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$521,610
+$230,084 QoQ
Shares Held
1,137
+73.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#773
of 1,372 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Derivatives in AMP
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$491,250
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $116,393,131 across 38 Asset Management names. AMP ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
33,912 | $32,608,422 | |
| 2 | ARES |
Ares Management Corp
|
251,700 | $28,016,727 | |
| 3 | CRBG |
Corebridge Financial, Inc.
|
235,574 | $6,744,483 | |
| 4 | HLNE |
Hamilton Lane INC
|
76,476 | $6,028,603 | |
| 5 | CNS |
Cohen & Steers, Inc.
|
67,244 | $5,119,958 | |
| 6 | TPG |
TPG Inc.
|
88,999 | $3,608,909 | |
| 7 | ARCC |
Ares Capital Corp
|
175,452 | $3,251,125 | |
| 8 | UTG |
Reaves Utility Income Fund
|
68,546 | $2,791,193 |
All Filings in AMP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,610 | 1,137 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $291,526 | 656 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,043,933 | 2,129 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $491,250 | 1,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $6,968,872 | 14,186 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $288,214 | 540 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $14,777,941 | 30,526 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $280,058 | 526 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $291,282 | 620 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $223,847 | 524 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,654,040 | 10,615 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $1,054,976 | 3,200 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $1,473,091 | 4,731 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||