First National Trust’s Ameriprise Financial AMP Stock Holding History

First National 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
2025 Q1	–	Sell	-717	Closed	-$382K	–	387
2024 Q4	$382K	Hold	717	–	–	0.01%	313
2024 Q3	$337K	Buy	717 +109	+18%	+$47.3K	0.01%	322
2024 Q2	$260K	Buy	608 +1	+0.2%	+$427	0.01%	345
2024 Q1	$266K	Hold	607	–	–	0.01%	336
2023 Q4	$231K	Buy	+607	New	+$208K	0.01%	346
2022 Q2	–	Sell	-704	Closed	-$211K	–	373
2022 Q1	$211K	Buy	704 +13	+2%	+$3.93K	0.01%	352
2021 Q4	$208K	Buy	+691	New	+$204K	0.01%	357
2016 Q1	–	Sell	-1,959	Closed	-$208K	–	294
2015 Q4	$208K	Buy	+1,959	New	+$219K	0.03%	278

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First National Trust's AMP Position: Q1 2025 in Review

First National Trust sold out of Ameriprise Financial (AMP) in Q1 2025, closing a stake of 717 shares — an estimated $382K sold.

First National Trust first reported a position in AMP in Q4 2015 and held it in 8 quarters. The position peaked at $382K in Q4 2024. 1,366 funds tracked by Wall St. Rank hold AMP as of Q1 2025.

First National Trust reported no remaining Ameriprise Financial position as of Q1 2025 after selling out during the quarter.
First National Trust sold 717 Ameriprise Financial shares in Q1 2025, an estimated $382K.
First National Trust first reported a position in Ameriprise Financial in Q4 2015 and held it in 8 quarters.
First National Trust's Ameriprise Financial position peaked at $382K in Q4 2024.
1,366 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2025.

Based on First National Trust's 13F filing for Q1 2025, filed 8 May 2025.