Coastline Trust’s Ameriprise Financial AMP Stock Holding History

Coastline 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 Q1	–	Sell	-1,300	Closed	-$637K	–	410
2025 Q4	$637K	Buy	+1,300	New	+$617K	0.06%	155
2024 Q3	–	Sell	-1,300	Closed	-$555K	–	433
2024 Q2	$555K	Hold	1,300	–	–	0.07%	163
2024 Q1	$570K	Hold	1,300	–	–	0.07%	167
2023 Q4	$494K	Hold	1,300	–	–	0.07%	190
2023 Q3	$429K	Hold	1,300	–	–	0.06%	204
2023 Q2	$432K	Sell	1,300 -285	-18%	-$87.6K	0.06%	210
2023 Q1	$486K	Hold	1,585	–	–	0.07%	212
2022 Q4	$494K	Hold	1,585	–	–	0.07%	211
2022 Q3	$400K	Hold	1,585	–	–	0.06%	236
2022 Q2	$377K	Hold	1,585	–	–	0.06%	259
2022 Q1	$476K	Hold	1,585	–	–	0.06%	247
2021 Q4	$478K	Hold	1,585	–	–	0.05%	249
2021 Q3	$418K	Hold	1,585	–	–	0.05%	253
2021 Q2	$395K	Sell	1,585 -40	-2%	-$10.1K	0.05%	255
2021 Q1	$378K	Buy	+1,625	New	+$351K	0.05%	264

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

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

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

Coastline Trust's AMP Position: Q1 2026 in Review

Coastline Trust sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 1,300 shares — an estimated $637K sold.

Coastline Trust first reported a position in AMP in Q1 2021 and held it in 15 quarters. The position peaked at $637K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Coastline Trust reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Coastline Trust sold 1,300 Ameriprise Financial shares in Q1 2026, an estimated $637K.
Coastline Trust first reported a position in Ameriprise Financial in Q1 2021 and held it in 15 quarters.
Coastline Trust's Ameriprise Financial position peaked at $637K in Q4 2025.
1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Coastline Trust's 13F filing for Q1 2026, filed 3 Apr 2026.