Colonial Trust’s Ameriprise Financial AMP Stock Holding History

Colonial 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	$305K	Sell	665 -175	-21%	-$80.2K	0.04%	226
2026 Q1	$373K	Hold	840	–	–	0.05%	213
2025 Q4	$412K	Sell	840 -36	-4%	-$17.1K	0.05%	204
2025 Q3	$430K	Sell	876 -2	-0.2%	-$1.02K	0.06%	206
2025 Q2	$469K	Buy	878 +2	+0.2%	+$988	0.07%	183
2025 Q1	$424K	Sell	876 -81	-8%	-$42.5K	0.07%	188
2024 Q4	$510K	Buy	957 +81	+9%	+$43.2K	0.08%	176
2024 Q3	$411K	Buy	876 +1	+0.1%	+$434	0.06%	196
2024 Q2	$377K	Sell	875 -11,341	-93%	-$4.84M	0.07%	181
2024 Q1	$5.36M	Sell	12,216 -500	-4%	-$200K	1%	27
2023 Q4	$4.83M	Buy	12,716 +11,841	+1,353%	+$4.06M	1.01%	26
2023 Q3	$298K	Hold	875	–	–	0.07%	178
2023 Q2	$290K	Buy	+875	New	+$269K	0.07%	182

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

Colonial Trust's AMP Position: Q2 2026 in Review

Colonial Trust reduced its Ameriprise Financial (AMP) stake by 21% in Q2 2026, selling an estimated $80.2K and leaving 665 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #226.

Colonial Trust first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.36M in Q1 2024. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Colonial Trust held 665 shares of Ameriprise Financial worth $305K as of Q2 2026.
Colonial Trust sold 175 Ameriprise Financial shares in Q2 2026, an estimated $80.2K.
Ameriprise Financial made up 0.04% of Colonial Trust's portfolio in Q2 2026, its #226 holding.
Colonial Trust first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
Colonial Trust's Ameriprise Financial position peaked at $5.36M in Q1 2024.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.