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Eastern Bank’s Ameriprise Financial AMP Stock Holding History

Eastern Bank’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
Q3 		$706K Buy
1,433
+31
+2% +$16.7K 0.01% 240
2026
Q2 		$643K Buy
1,402
+200
+17% +$91.7K 0.01% 256
2026
Q1 		$534K Hold
1,202
– – 0.01% 273
2025
Q4 		$589K Sell
1,202
-115
-9% -$54.6K 0.01% 241
2025
Q3 		$647K Buy
1,317
+57
+5% +$29.2K 0.01% 230
2025
Q2 		$673K Sell
1,260
-104
-8% -$51.4K 0.01% 221
2025
Q1 		$660K Sell
1,364
-31
-2% -$16.3K 0.01% 242
2024
Q4 		$743K Sell
1,395
-4
-0.3% -$2.13K 0.01% 231
2024
Q3 		$657K Buy
+1,399
New +$607K 0.01% 260

Other funds holding AMP

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Eastern Bank's AMP Position: Q3 2026 in Review

Eastern Bank increased its Ameriprise Financial (AMP) stake by 2.2% in Q3 2026, buying an estimated $16.7K and bringing the position to 1,433 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #240.

Eastern Bank first reported a position in AMP in Q3 2024 and has held it in 9 quarters since. The position peaked at $743K in Q4 2024. 21 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Eastern Bank held 1,433 shares of Ameriprise Financial worth $706K as of Q3 2026.
  • Eastern Bank bought 31 Ameriprise Financial shares in Q3 2026, an estimated $16.7K.
  • Ameriprise Financial made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #240 holding.
  • Eastern Bank first reported a position in Ameriprise Financial in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Ameriprise Financial position peaked at $743K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.