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Diversified Trust’s Ameriprise Financial AMP Stock Holding History

Diversified 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 		$6.45M Sell
14,060
-360
-2% -$165K 0.1% 112
2026
Q1 		$6.41M Buy
14,420
+295
+2% +$142K 0.12% 100
2025
Q4 		$6.93M Buy
14,125
+4,223
+43% +$2M 0.13% 88
2025
Q3 		$4.86M Buy
9,902
+973
+11% +$499K 0.1% 115
2025
Q2 		$4.77M Buy
8,929
+1,393
+18% +$688K 0.11% 112
2025
Q1 		$3.65M Sell
7,536
-49
-0.6% -$25.7K 0.09% 132
2024
Q4 		$4.04M Sell
7,585
-25
-0.3% -$13.3K 0.1% 115
2024
Q3 		$3.58M Buy
7,610
+65
+0.9% +$28.2K 0.09% 136
2024
Q2 		$3.22M Buy
7,545
+303
+4% +$129K 0.09% 132
2024
Q1 		$3.18M Sell
7,242
-1,686
-19% -$675K 0.1% 128
2023
Q4 		$3.39M Buy
8,928
+6,693
+299% +$2.3M 0.11% 93
2023
Q3 		$737K Buy
2,235
+1,311
+142% +$447K 0.03% 336
2023
Q2 		$307K Sell
924
-159
-15% -$48.9K 0.01% 615
2023
Q1 		$332K Sell
1,083
-55
-5% -$18K 0.01% 588
2022
Q4 		$354K Buy
+1,138
New +$347K 0.01% 522
2022
Q2 		– Sell
-3,514
Closed -$1.05M – 748
2022
Q1 		$1.05M Buy
3,514
+854
+32% +$258K 0.04% 243
2021
Q4 		$802K Buy
2,660
+1,378
+107% +$408K 0.03% 309
2021
Q3 		$339K Buy
+1,282
New +$335K 0.01% 541
2021
Q1 		– Sell
-1,447
Closed -$281K – 767
2020
Q4 		$281K Buy
+1,447
New +$259K 0.01% 526
2020
Q3 		– Sell
-2,377
Closed -$357K – 662
2020
Q2 		$357K Sell
2,377
-696
-23% -$89.2K 0.02% 332
2020
Q1 		$315K Buy
3,073
+323
+12% +$47.9K 0.02% 291
2019
Q4 		$458K Buy
+2,750
New +$426K 0.02% 259

Other funds holding AMP

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Diversified Trust's AMP Position: Q2 2026 in Review

Diversified Trust reduced its Ameriprise Financial (AMP) stake by 2.5% in Q2 2026, selling an estimated $165K and leaving 14,060 shares worth $6.45M. The position accounts for 0.1% of the portfolio, ranked #112.

Diversified Trust first reported a position in AMP in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.93M in Q4 2025. 241 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Diversified Trust held 14,060 shares of Ameriprise Financial worth $6.45M as of Q2 2026.
  • Diversified Trust sold 360 Ameriprise Financial shares in Q2 2026, an estimated $165K.
  • Ameriprise Financial made up 0.1% of Diversified Trust's portfolio in Q2 2026, its #112 holding.
  • Diversified Trust first reported a position in Ameriprise Financial in Q4 2019 and has held it in 22 quarters since.
  • Diversified Trust's Ameriprise Financial position peaked at $6.93M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.