Cohen Klingenstein LLC

Position in AMP — Ameriprise Financial Inc

CIK 1453620 NEW YORK, NY

Position in AMP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$17,016,784

+$283,791 QoQ

Shares Held

37,093

-1.5% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#179

of 1,371 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cohen Klingenstein LLC holds $18,383,651 across 3 Asset Management names. AMP ranks #1 (92.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	37,093	$17,016,784
2	ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	114,690	$1,105,611
3	JHG	Janus Henderson Group Ltd.	5,029	$261,256

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,016,784	37,093	-1.5%	Shares	Sole	2026-07-15
2026-03-31	$16,732,993	37,653	-0.2%	Shares	Sole	2026-04-15
2025-12-31	$18,497,095	37,723	0.0%	Shares	Sole	2026-01-20
2025-09-30	$18,531,423	37,723	0.0%	Shares	Sole	2025-10-16
2025-06-30	$20,133,896	37,723	0.0%	Shares	Sole	2025-07-18
2025-03-31	$18,262,081	37,723	0.0%	Shares	Sole	2025-04-15
2024-12-31	$20,084,856	37,723	-2.3%	Shares	Sole	2025-01-15
2024-09-30	$18,145,471	38,623	0.0%	Shares	Sole	2024-10-16
2024-06-30	$16,499,359	38,623	0.0%	Shares	Sole	2024-07-15
2024-03-31	$16,933,868	38,623	0.0%	Shares	Sole	2024-04-12
2023-12-31	$14,670,174	38,623	0.0%	Shares	Sole	2024-01-16
2023-09-30	$12,733,230	38,623	-0.0%	Shares	Sole	2023-10-13
2023-06-30	$12,829,347	38,624	0.0%	Shares	Sole	2023-07-14
2023-03-31	$11,838,256	38,624	0.0%	Shares	Sole	2023-04-14
2022-12-31	$12,026,354	38,624	-0.1%	Shares	Sole	2023-01-13
2022-09-30	$9,739,127	38,655	0.0%	Shares	Sole	2022-10-12
2022-06-30	$9,187,520	38,655	0.0%	Shares	Sole	2022-07-15
2022-03-31	$11,610,415	38,655	0.0%	Shares	Sole	2022-04-14
2021-09-30	$10,209,558	38,655	0.0%	Shares	Sole	2021-10-15
2021-06-30	$9,620,456	38,655	0.0%	Shares	Sole	2021-07-16
2021-03-31	$8,985,354	38,655	0.0%	Shares	Sole	2021-04-15
2020-12-31	$7,511,826	38,655	0.0%	Shares	Sole	2021-01-25
2020-09-30	$5,957,122	38,655	0.0%	Shares	Sole	2020-10-19
2020-06-30	$5,799,796	38,655	0.0%	Shares	Sole	2020-07-15
2020-03-31	$3,961,364	38,655	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.