Position in AMP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,650,745
-$1,252,654 QoQ
Shares Held
8,215
-17.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026BOKF, NA holds $40,107,336 across 43 Asset Management names. AMP ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
11,572 | $11,128,907 | |
| 2 | RJF |
Raymond James Financial Inc
|
30,402 | $4,401,905 | |
| 3 | AMP |
Ameriprise Financial Inc
This page
|
8,215 | $3,650,745 | |
| 4 | SEIC |
Sei Investments Co
|
40,387 | $3,169,167 | |
| 5 | BX |
Blackstone Inc.
|
24,441 | $2,810,470 | |
| 6 | APO |
Apollo Global Management, Inc.
|
18,531 | $2,064,723 | |
| 7 | KKR |
KKR & Co. Inc.
|
17,286 | $1,598,955 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,031 | $1,418,698 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,650,745 | 8,215 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,903,399 | 10,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,276,515 | 10,741 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,061,571 | 11,357 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,450,110 | 11,258 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,745,354 | 12,669 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,000,882 | 12,773 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,526,556 | 12,937 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,362,559 | 12,231 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,449,513 | 16,980 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,488,182 | 16,647 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,096,860 | 12,334 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $3,354,335 | 10,944 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $5,481,356 | 17,604 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,387,204 | 17,413 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,105,921 | 17,275 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $5,204,336 | 17,327 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $4,604,403 | 17,433 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $4,330,077 | 18,628 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $3,735,604 | 19,223 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,992,507 | 19,418 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $3,227,510 | 21,511 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $2,198,093 | 21,449 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||