Cetera Trust Company’s Ameriprise Financial AMP Stock Holding History

Cetera Trust Company’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	$482K	Hold	1,050	–	–	0.24%	78
2026 Q1	$467K	Hold	1,050	–	–	0.26%	73
2025 Q4	$515K	Hold	1,050	–	–	0.28%	68
2025 Q3	$516K	Hold	1,050	–	–	0.29%	67
2025 Q2	$560K	Hold	1,050	–	–	0.33%	60
2025 Q1	$508K	Hold	1,050	–	–	0.32%	59
2024 Q4	$559K	Hold	1,050	–	–	0.36%	54
2024 Q3	$493K	Hold	1,050	–	–	0.3%	62
2024 Q2	$449K	Sell	1,050 -50	-5%	-$21.4K	0.28%	61
2024 Q1	$482K	Hold	1,100	–	–	0.29%	61
2023 Q4	$418K	Buy	+1,100	New	+$377K	0.26%	65

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

Cetera Trust Company's AMP Position: Q2 2026 in Review

Cetera Trust Company held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,050 shares worth $482K. The position accounts for 0.24% of the portfolio, ranked #78.

Cetera Trust Company first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $560K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Cetera Trust Company held 1,050 shares of Ameriprise Financial worth $482K as of Q2 2026.
Cetera Trust Company left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.24% of Cetera Trust Company's portfolio in Q2 2026, its #78 holding.
Cetera Trust Company first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
Cetera Trust Company's Ameriprise Financial position peaked at $560K in Q2 2025.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.