Charter Oak Capital Management, LLC
Position in AMP — Ameriprise Financial Inc
CIK 1810720
PORTSMOUTH, NH
Position in AMP
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$575,498
-$58,511 QoQ
Shares Held
1,295
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $858,240 across 2 Asset Management names. AMP ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
1,295 | $575,498 | |
| 2 | BLK |
BlackRock, Inc.
|
294 | $282,742 |
All Filings in AMP
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $575,498 | 1,295 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $634,009 | 1,293 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $652,871 | 1,329 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $717,866 | 1,345 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $667,103 | 1,378 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $728,364 | 1,368 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $654,445 | 1,393 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $566,881 | 1,327 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $608,116 | 1,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $504,034 | 1,327 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $509,025 | 1,544 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $512,855 | 1,544 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $473,236 | 1,544 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $506,598 | 1,627 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $409,922 | 1,627 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $399,540 | 1,681 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $504,905 | 1,681 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $436,854 | 1,654 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $411,647 | 1,654 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $384,472 | 1,654 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $321,421 | 1,654 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||