Position in AMP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,445,648
+$70,775 QoQ
Shares Held
5,331
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#436
of 1,371 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $20,881,081 across 9 Asset Management names. AMP ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
66,521 | $7,827,525 | |
| 2 | BLK |
BlackRock, Inc.
|
4,460 | $4,288,557 | |
| 3 | NTRS |
Northern Trust Corp
|
23,528 | $4,090,107 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
5,331 | $2,445,648 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,218 | $617,341 | |
| 6 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
13,139 | $513,077 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
9,670 | $424,318 | |
| 8 | PFG |
Principal Financial Group Inc
|
3,130 | $337,351 |
All Filings in AMP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,445,648 | 5,331 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,374,873 | 5,344 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,620,376 | 5,344 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,183,976 | 8,517 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $4,576,201 | 8,574 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,169,155 | 8,612 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,875,993 | 9,158 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,896,848 | 6,166 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,803,220 | 6,562 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,905,541 | 6,627 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,518,272 | 6,630 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,210,174 | 6,704 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,229,790 | 6,713 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,082,974 | 6,796 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,142,536 | 6,881 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,733,667 | 6,881 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,635,476 | 6,881 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,080,293 | 6,926 | Shares | Sole | 2022-04-14 | |
| 2021-09-30 | $1,849,632 | 7,003 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,742,906 | 7,003 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,637,145 | 7,043 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,368,666 | 7,043 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,085,396 | 7,043 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $990,714 | 6,603 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||