Position in AMP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,777,644
-$719,851 QoQ
Shares Held
13,001
-1.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Choate Investment Advisors holds $12,671,622 across 7 Asset Management names. AMP ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
13,001 | $5,777,644 | |
| 2 | BLK |
BlackRock, Inc.
|
2,440 | $2,346,572 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,571,697 | |
| 4 | KKR |
KKR & Co. Inc.
|
13,761 | $1,272,892 | |
| 5 | BX |
Blackstone Inc.
|
9,900 | $1,138,401 | |
| 6 | STT |
State Street Corp
|
3,212 | $406,510 | |
| 7 | PCQ |
Pimco California Municipal Income Fund
|
18,404 | $157,906 |
All Filings in AMP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,777,644 | 13,001 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,497,495 | 13,251 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,545,906 | 13,325 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,113,553 | 13,328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,781,412 | 14,008 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,492,354 | 14,072 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,526,130 | 13,891 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,651,775 | 15,571 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,389,467 | 16,854 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,425,204 | 16,916 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,665,550 | 17,185 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,987,382 | 15,015 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,397,662 | 14,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,481,548 | 14,393 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,697,870 | 14,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,493,182 | 14,697 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,417,394 | 14,707 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $4,182,868 | 15,837 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,025,136 | 16,173 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,369,130 | 18,796 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,885,045 | 19,992 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,094,066 | 20,077 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,055,114 | 20,362 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,086,697 | 20,362 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||