Burke & Herbert Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Burke & Herbert Bank & 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 Q2	$344K	Hold	750	–	–	0.09%	185
2026 Q1	$333K	Hold	750	–	–	0.09%	178
2025 Q4	$368K	Hold	750	–	–	0.1%	161
2025 Q3	$368K	Hold	750	–	–	0.08%	176
2025 Q2	$400K	Hold	750	–	–	0.09%	171
2025 Q1	$363K	Hold	750	–	–	0.09%	179
2024 Q4	$399K	Hold	750	–	–	0.09%	167
2024 Q3	$352K	Sell	750 -2	-0.3%	-$868	0.08%	181
2024 Q2	$321K	Hold	752	–	–	0.08%	184
2024 Q1	$330K	Hold	752	–	–	0.25%	95
2023 Q4	$286K	Hold	752	–	–	0.21%	100
2023 Q3	$248K	Hold	752	–	–	0.2%	104
2023 Q2	$250K	Hold	752	–	–	0.17%	116
2023 Q1	$230K	Hold	752	–	–	0.17%	125
2022 Q4	$234K	Buy	+752	New	+$229K	0.17%	121
2022 Q2	–	Sell	-752	Closed	-$226K	–	133
2022 Q1	$226K	Hold	752	–	–	0.14%	138
2021 Q4	$227K	Sell	752 -79	-10%	-$23.4K	0.13%	141
2021 Q3	$219K	Hold	831	–	–	0.14%	137
2021 Q2	$207K	Buy	+831	New	+$209K	0.13%	145

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Burke & Herbert Bank & Trust's AMP Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its Ameriprise Financial (AMP) position steady in Q2 2026 at 750 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #185.

Burke & Herbert Bank & Trust first reported a position in AMP in Q2 2021 and has held it in 19 quarters since. The position peaked at $400K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Burke & Herbert Bank & Trust held 750 shares of Ameriprise Financial worth $344K as of Q2 2026.
Burke & Herbert Bank & Trust left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.09% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #185 holding.
Burke & Herbert Bank & Trust first reported a position in Ameriprise Financial in Q2 2021 and has held it in 19 quarters since.
Burke & Herbert Bank & Trust's Ameriprise Financial position peaked at $400K in Q2 2025.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.