Cape Cod Five Cents Savings Bank’s Ameriprise Financial AMP Stock Holding History

Cape Cod Five Cents Savings Bank’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
2025 Q4	$303K	Hold	646	–	–	0.03%	159
2025 Q3	$303K	Hold	646	–	–	0.03%	159
2025 Q2	$303K	Hold	646	–	–	0.03%	159
2025 Q1	$303K	Hold	646	–	–	0.03%	159
2024 Q4	$303K	Hold	646	–	–	0.03%	159
2024 Q3	$303K	Hold	646	–	–	0.03%	159
2024 Q2	$276K	Hold	646	–	–	0.03%	166
2024 Q1	$283K	Hold	646	–	–	0.03%	165
2023 Q4	$245K	Sell	646 -646	-50%	-$222K	0.02%	176
2023 Q3	$426K	Buy	1,292 +655	+103%	+$224K	0.02%	180
2023 Q2	$212K	Buy	+637	New	+$196K	0.02%	184
2022 Q4	–	Sell	-1,137	Closed	-$286K	–	197
2022 Q3	$286K	Hold	1,137	–	–	0.03%	160
2022 Q2	$270K	Hold	1,137	–	–	0.03%	169
2022 Q1	$342K	Sell	1,137 -1	-0.1%	-$303	0.03%	157
2021 Q4	$343K	Hold	1,138	–	–	0.03%	157
2021 Q3	$301K	Buy	1,138 +1	+0.1%	+$262	0.03%	155
2021 Q2	$283K	Buy	+1,137	New	+$287K	0.03%	160
2018 Q4	–	Sell	-1,410	Closed	-$208K	–	177
2018 Q3	$208K	Buy	+1,410	New	+$202K	0.03%	175

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's AMP Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its Ameriprise Financial (AMP) position steady in Q4 2025 at 646 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #159.

Cape Cod Five Cents Savings Bank first reported a position in AMP in Q3 2018 and has held it in 18 quarters since. The position peaked at $426K in Q3 2023. 1,425 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Cape Cod Five Cents Savings Bank held 646 shares of Ameriprise Financial worth $303K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its Ameriprise Financial share count unchanged in Q4 2025.
Ameriprise Financial made up 0.03% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #159 holding.
Cape Cod Five Cents Savings Bank first reported a position in Ameriprise Financial in Q3 2018 and has held it in 18 quarters since.
Cape Cod Five Cents Savings Bank's Ameriprise Financial position peaked at $426K in Q3 2023.
1,425 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.