Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$417,471
+$13,067 QoQ
Shares Held
910
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#843
of 1,374 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beaton Management Co. Inc. holds $3,431,263 across 2 Asset Management names. AMP ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
17,770 | $3,013,792 | |
| 2 | AMP |
Ameriprise Financial Inc
This page
|
910 | $417,471 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,471 | 910 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $404,404 | 910 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $446,209 | 910 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $447,037 | 910 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $485,694 | 910 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $440,540 | 910 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $484,511 | 910 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $427,527 | 910 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $388,742 | 910 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $398,980 | 910 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $345,645 | 910 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $300,008 | 910 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $329,170 | 991 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $303,741 | 991 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $308,567 | 991 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $249,682 | 991 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,540 | 991 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $297,656 | 991 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $261,742 | 991 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $246,640 | 991 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $230,357 | 991 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||