Washington Trust Advisors, Inc.
Position in AMP — Ameriprise Financial Inc
CIK 1900099
WELLESLEY, MA
Position in AMP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$192,679
+$6,031 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,101
of 1,371 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $4,079,710 across 18 Asset Management names. AMP ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,686 | $1,621,189 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
31,442 | $1,339,114 | |
| 3 | BX |
Blackstone Inc.
|
2,591 | $304,882 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
4,360 | $195,546 | |
| 5 | AMP |
Ameriprise Financial Inc
This page
|
420 | $192,679 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
2,600 | $104,598 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,965 | $65,348 | |
| 8 | CSWC |
Capital Southwest Corp
|
2,500 | $59,425 |
All Filings in AMP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,679 | 420 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $186,648 | 420 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $205,942 | 420 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $206,325 | 420 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $241,779 | 453 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $221,238 | 457 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $243,319 | 457 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $274,368 | 584 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $258,449 | 605 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $265,693 | 606 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $230,176 | 606 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $200,444 | 608 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $148,806 | 448 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $144,667 | 472 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $181,217 | 582 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $204,079 | 810 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $222,230 | 935 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $339,706 | 1,131 | Shares | Other | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||