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Adelphi Trust’s Ameriprise Financial AMP Stock Holding History

Adelphi Trust’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Buy
2,058
+47
+2% +$25.3K 0.67% 35
2026
Q2 		$923K Buy
2,011
+314
+19% +$144K 0.61% 41
2026
Q1 		$754K Buy
1,697
+204
+14% +$98.3K 0.61% 44
2025
Q4 		$732K Buy
+1,493
New +$708K 0.6% 43

Other funds holding AMP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Adelphi Trust's AMP Position: Q3 2026 in Review

Adelphi Trust increased its Ameriprise Financial (AMP) stake by 2.3% in Q3 2026, buying an estimated $25.3K and bringing the position to 2,058 shares worth $1.01M. The position accounts for 0.67% of the portfolio, ranked #35.

Adelphi Trust first reported a position in AMP in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Adelphi Trust held 2,058 shares of Ameriprise Financial worth $1.01M as of Q3 2026.
  • Adelphi Trust bought 47 Ameriprise Financial shares in Q3 2026, an estimated $25.3K.
  • Ameriprise Financial made up 0.67% of Adelphi Trust's portfolio in Q3 2026, its #35 holding.
  • Adelphi Trust first reported a position in Ameriprise Financial in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.