Position in AMP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,039,284
-$267,496 QoQ
Shares Held
6,625
-11.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#399
of 1,371 holders
Holding Since
Mar 2020
25 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, 2026EQUITABLE TRUST CO holds $18,730,734 across 8 Asset Management names. AMP ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
52,849 | $5,882,621 | |
| 2 | KKR |
KKR & Co. Inc.
|
41,138 | $3,775,644 | |
| 3 | AMP |
Ameriprise Financial Inc
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|
6,625 | $3,039,284 | |
| 4 | BLK |
BlackRock, Inc.
|
2,891 | $2,779,869 | |
| 5 | APO |
Apollo Global Management, Inc.
|
17,634 | $2,086,278 | |
| 6 | NTRS |
Northern Trust Corp
|
2,997 | $520,998 | |
| 7 | BX |
Blackstone Inc.
|
3,259 | $383,485 | |
| 8 | CG |
Carlyle Group Inc.
|
6,235 | $262,555 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,039,284 | 6,625 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,306,780 | 7,441 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,036,478 | 8,232 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,622,662 | 9,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,022,398 | 9,410 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,106,391 | 10,548 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,940,756 | 13,036 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,124,442 | 13,036 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,248,935 | 14,628 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,266,183 | 14,292 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,124,665 | 13,492 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,448,041 | 13,492 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,481,502 | 13,492 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,152,768 | 13,549 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,925,249 | 15,818 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $3,985,344 | 15,818 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,741,795 | 15,743 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,783,033 | 12,595 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $5,748,835 | 21,766 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $7,647,583 | 30,728 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $9,282,193 | 39,932 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,621,516 | 59,803 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,204,413 | 72,704 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,908,658 | 72,705 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $6,845,151 | 66,795 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||