Position in AMP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$267,084
-$55,069 QoQ
Shares Held
601
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026SlateStone Wealth, LLC holds $950,723 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
28,576 | $950,723 |
All Filings in AMP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,084 | 601 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $322,153 | 657 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $310,961 | 633 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $337,851 | 633 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $306,441 | 633 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $337,028 | 633 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $297,389 | 633 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $229,828 | 538 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $235,880 | 538 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $204,348 | 538 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||