Position in AMP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$651,438
+$11,503 QoQ
Shares Held
1,420
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#180
of 457 holders
Holding Since
Sep 2020
23 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, 2026Ballentine Partners, LLC holds $12,072,827 across 17 Asset Management names. AMP ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,446 | $3,313,534 | |
| 2 | BX |
Blackstone Inc.
|
14,732 | $1,733,512 | |
| 3 | STT |
State Street Corp
|
9,609 | $1,629,686 | |
| 4 | AMP |
Ameriprise Financial Inc
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|
1,420 | $651,438 | |
| 5 | PFG |
Principal Financial Group Inc
|
5,823 | $627,602 | |
| 6 | NTRS |
Northern Trust Corp
|
3,157 | $548,812 | |
| 7 | RJF |
Raymond James Financial Inc
|
3,071 | $466,882 | |
| 8 | APO |
Apollo Global Management, Inc.
|
3,757 | $444,487 |
All Filings in AMP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,438 | 1,420 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $639,935 | 1,440 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $755,613 | 1,541 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $813,510 | 1,656 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $961,781 | 1,802 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $918,840 | 1,898 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,203,823 | 2,261 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $1,036,400 | 2,206 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $859,933 | 2,013 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $723,863 | 1,651 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $611,145 | 1,609 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $498,805 | 1,513 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $499,899 | 1,505 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $460,668 | 1,503 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $448,995 | 1,442 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $365,579 | 1,451 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $297,336 | 1,251 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $383,858 | 1,278 | Shares | Other | 2022-05-05 | |
| 2021-09-30 | $306,642 | 1,161 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $285,465 | 1,147 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $266,154 | 1,145 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $237,470 | 1,222 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $293,116 | 1,902 | Shares | Other | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||