CoreFirst Bank & Trust’s Ameriprise Financial AMP Stock Holding History

CoreFirst Bank & 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	$108K	Hold	243	–	–	0.06%	153
2025 Q4	$119K	Hold	243	–	–	0.06%	147
2025 Q3	$119K	Hold	243	–	–	0.06%	151
2025 Q2	$130K	Buy	+243	New	+$120K	0.07%	142
2025 Q1	–	Sell	-317	Closed	-$169K	–	122
2024 Q4	$169K	Hold	317	–	–	0.1%	120
2024 Q3	$149K	Buy	+317	New	+$138K	0.09%	131
2024 Q2	–	Sell	-317	Closed	-$139K	–	134
2024 Q1	$139K	Hold	317	–	–	0.09%	145
2023 Q4	$120K	Sell	317 -25	-7%	-$8.57K	0.08%	159
2023 Q3	$113K	Hold	342	–	–	0.08%	156
2023 Q2	$114K	Sell	342 -13	-4%	-$4K	0.08%	157
2023 Q1	$109K	Hold	355	–	–	0.08%	162
2022 Q4	$111K	Sell	355 -6	-2%	-$1.83K	0.08%	174
2022 Q3	$91K	Buy	361 +29	+9%	+$7.63K	0.08%	168
2022 Q2	$79K	Hold	332	–	–	0.06%	173
2022 Q1	$100K	Hold	332	–	–	0.07%	173
2021 Q4	$100K	Sell	332 -5	-1%	-$1.48K	0.06%	188
2021 Q3	$89K	Hold	337	–	–	0.06%	195
2021 Q2	$84K	Hold	337	–	–	0.06%	198
2021 Q1	$78K	Hold	337	–	–	0.05%	201
2020 Q4	$65K	Buy	+337	New	+$60.3K	0.05%	195

Other funds holding AMP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CoreFirst Bank & Trust's AMP Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Ameriprise Financial (AMP) position steady in Q1 2026 at 243 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #153.

CoreFirst Bank & Trust first reported a position in AMP in Q4 2020 and has held it in 20 quarters since. The position peaked at $169K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

CoreFirst Bank & Trust held 243 shares of Ameriprise Financial worth $108K as of Q1 2026.
CoreFirst Bank & Trust left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.06% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #153 holding.
CoreFirst Bank & Trust first reported a position in Ameriprise Financial in Q4 2020 and has held it in 20 quarters since.
CoreFirst Bank & Trust's Ameriprise Financial position peaked at $169K in Q4 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.