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
2026 Q2	$278K	Buy	+606	New	+$278K	0.02%	188
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

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

Cape Cod Five Cents Savings Bank's AMP Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in Ameriprise Financial (AMP) in Q2 2026: 606 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in AMP as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in AMP in Q3 2018 and has held it in 19 quarters since. The position peaked at $426K in Q3 2023. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Cape Cod Five Cents Savings Bank held 606 shares of Ameriprise Financial worth $278K as of Q2 2026.
Ameriprise Financial was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
Ameriprise Financial made up 0.02% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #188 holding.
Cape Cod Five Cents Savings Bank first reported a position in Ameriprise Financial in Q3 2018 and has held it in 19 quarters since.
Cape Cod Five Cents Savings Bank's Ameriprise Financial position peaked at $426K in Q3 2023.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.