FineMark National Bank & Trust’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.29M | Sell |
6,702
-442
| -6% | -$210K | 0.1% | 146 |
|
|
2025
Q3 | $3.51M | Sell |
7,144
-353
| -5% | -$181K | 0.11% | 132 |
|
|
2025
Q2 | $4M | Buy |
7,497
+475
| +7% | +$235K | 0.14% | 128 |
|
|
2025
Q1 | $3.4M | Buy |
7,022
+28
| +0.4% | +$14.7K | 0.12% | 130 |
|
|
2024
Q4 | $3.72M | Sell |
6,994
-5
| -0.1% | -$2.67K | 0.13% | 121 |
|
|
2024
Q3 | $3.29M | Sell |
6,999
-19
| -0.3% | -$8.24K | 0.11% | 125 |
|
|
2024
Q2 | $3M | Sell |
7,018
-10
| -0.1% | -$4.27K | 0.11% | 129 |
|
|
2024
Q1 | $3.08M | Sell |
7,028
-8
| -0.1% | -$3.2K | 0.11% | 126 |
|
|
2023
Q4 | $2.67M | Sell |
7,036
-10
| -0.1% | -$3.43K | 0.11% | 129 |
|
|
2023
Q3 | $2.32M | Buy |
7,046
+6
| +0.1% | +$2.05K | 0.1% | 136 |
|
|
2023
Q2 | $2.34M | Buy |
7,040
+11
| +0.2% | +$3.38K | 0.1% | 138 |
|
|
2023
Q1 | $2.15M | Buy |
7,029
+45
| +0.6% | +$14.7K | 0.09% | 144 |
|
|
2022
Q4 | $2.17M | Sell |
6,984
-40
| -0.6% | -$12.2K | 0.1% | 137 |
|
|
2022
Q3 | $1.77M | Sell |
7,024
-13
| -0.2% | -$3.42K | 0.08% | 149 |
|
|
2022
Q2 | $1.67M | Buy |
7,037
+145
| +2% | +$38.8K | 0.07% | 165 |
|
|
2022
Q1 | $2.07M | Buy |
6,892
+62
| +0.9% | +$18.8K | 0.08% | 151 |
|
|
2021
Q4 | $2.06M | Hold |
6,830
| – | – | 0.08% | 149 |
|
|
2021
Q3 | $1.8M | Sell |
6,830
-179
| -3% | -$46.8K | 0.08% | 156 |
|
|
2021
Q2 | $1.74M | Buy |
7,009
+30
| +0.4% | +$7.56K | 0.07% | 159 |
|
|
2021
Q1 | $1.62M | Sell |
6,979
-18
| -0.3% | -$3.89K | 0.07% | 163 |
|
|
2020
Q4 | $1.36M | Sell |
6,997
-3
| -0% | -$537 | 0.06% | 167 |
|
|
2020
Q3 | $1.08M | Sell |
7,000
-131
| -2% | -$20.2K | 0.05% | 178 |
|
|
2020
Q2 | $1.07M | Sell |
7,131
-218
| -3% | -$27.9K | 0.06% | 168 |
|
|
2020
Q1 | $753K | Sell |
7,349
-317
| -4% | -$47K | 0.05% | 182 |
|
|
2019
Q4 | $1.28M | Sell |
7,666
-15
| -0.2% | -$2.32K | 0.06% | 157 |
|
|
2019
Q3 | $1.13M | Buy |
7,681
+73
| +1% | +$10.2K | 0.06% | 161 |
|
|
2019
Q2 | $1.1M | Buy |
7,608
+26
| +0.3% | +$3.76K | 0.06% | 165 |
|
|
2019
Q1 | $971K | Sell |
7,582
-513
| -6% | -$63.7K | 0.06% | 163 |
|
|
2018
Q4 | $845K | Sell |
8,095
-259
| -3% | -$32.5K | 0.06% | 176 |
|
|
2018
Q3 | $1.23M | Buy |
8,354
+155
| +2% | +$22.2K | 0.08% | 139 |
|
|
2018
Q2 | $1.15M | Buy |
8,199
+325
| +4% | +$46.1K | 0.07% | 155 |
|
|
2018
Q1 | $1.17M | Buy |
+7,874
| New | +$1.28M | 0.07% | 152 |
|
|
2017
Q4 | – | Sell |
-2,469
| Closed | -$367K | – | 368 |
|
|
2017
Q3 | $367K | Sell |
2,469
-1,029
| -29% | -$144K | 0.02% | 266 |
|
|
2017
Q2 | $445K | Sell |
3,498
-657
| -16% | -$83.4K | 0.03% | 239 |
|
|
2017
Q1 | $539K | Buy |
4,155
+650
| +19% | +$80.4K | 0.04% | 207 |
|
|
2016
Q4 | $389K | Buy |
3,505
+3,095
| +755% | +$327K | 0.03% | 246 |
|
|
2016
Q3 | $41K | Hold |
410
| – | – | ﹤0.01% | 651 |
|
|
2016
Q2 | $37K | Hold |
410
| – | – | ﹤0.01% | 674 |
|
|
2016
Q1 | $39K | Sell |
410
-100
| -20% | -$8.97K | ﹤0.01% | 639 |
|
|
2015
Q4 | $54K | Sell |
510
-102
| -17% | -$11.4K | 0.01% | 576 |
|
|
2015
Q3 | $67K | Sell |
612
-1,332
| -69% | -$157K | 0.01% | 545 |
|
|
2015
Q2 | $243K | Hold |
1,944
| – | – | 0.03% | 308 |
|
|
2015
Q1 | $255K | Buy |
1,944
+300
| +18% | +$39.5K | 0.03% | 302 |
|
|
2014
Q4 | $218K | Hold |
1,644
| – | – | 0.03% | 336 |
|
|
2014
Q3 | $203K | Buy |
1,644
+426
| +35% | +$52.3K | 0.03% | 335 |
|
|
2014
Q2 | $146K | Buy |
1,218
+500
| +70% | +$55.9K | 0.02% | 384 |
|
|
2014
Q1 | $79K | Buy |
718
+600
| +508% | +$65.7K | 0.01% | 499 |
|
|
2013
Q4 | $13K | Buy |
118
+17
| +17% | +$1.76K | ﹤0.01% | 952 |
|
|
2013
Q3 | $9K | Buy |
101
+11
| +12% | +$972 | ﹤0.01% | 1000 |
|
|
2013
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 1025 |
|
Other funds holding AMP
FineMark National Bank & Trust's AMP Position: Q4 2025 in Review
FineMark National Bank & Trust reduced its Ameriprise Financial (AMP) stake by 6.2% in Q4 2025, selling an estimated $210K and leaving 6,702 shares worth $3.29M. The position accounts for 0.1% of the portfolio, ranked #146.
FineMark National Bank & Trust first reported a position in AMP in Q2 2013 and has held it in 50 quarters since. The position peaked at $4M in Q2 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.
- FineMark National Bank & Trust held 6,702 shares of Ameriprise Financial worth $3.29M as of Q4 2025.
- FineMark National Bank & Trust sold 442 Ameriprise Financial shares in Q4 2025, an estimated $210K.
- Ameriprise Financial made up 0.1% of FineMark National Bank & Trust's portfolio in Q4 2025, its #146 holding.
- FineMark National Bank & Trust first reported a position in Ameriprise Financial in Q2 2013 and has held it in 50 quarters since.
- FineMark National Bank & Trust's Ameriprise Financial position peaked at $4M in Q2 2025.
- 1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.
Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.