Position in AMP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$78,508,516
+$1,422,448 QoQ
Shares Held
171,132
-1.3% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#77
of 1,372 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $96,702,495 across 12 Asset Management names. AMP ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
171,132 | $78,508,516 | |
| 2 | STT |
State Street Corp
|
38,182 | $6,475,667 | |
| 3 | EVN |
Eaton Vance Municipal Income Trust
|
205,784 | $2,317,127 | |
| 4 | BX |
Blackstone Inc.
|
19,602 | $2,306,567 | |
| 5 | BLK |
BlackRock, Inc.
|
1,967 | $1,891,388 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
4,072 | $1,377,964 | |
| 7 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
50,000 | $1,274,500 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
25,100 | $1,009,773 |
All Filings in AMP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,508,516 | 171,132 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $77,086,068 | 173,461 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $85,259,338 | 173,878 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $85,911,765 | 174,884 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $93,911,394 | 175,953 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $86,428,642 | 178,531 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $95,836,867 | 179,999 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $85,944,222 | 182,934 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $77,668,695 | 181,813 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $80,800,107 | 184,290 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $74,660,524 | 196,563 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $65,466,865 | 198,577 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $66,712,675 | 200,845 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $61,950,086 | 202,121 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $64,160,279 | 206,058 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $52,940,237 | 210,122 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $49,854,806 | 209,756 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $63,287,353 | 210,705 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $55,844,476 | 211,436 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $52,439,016 | 210,700 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $48,775,913 | 209,834 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $40,257,985 | 207,163 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $32,511,970 | 210,966 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $31,411,324 | 209,353 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $21,828,137 | 212,999 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||