Greenleaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
2,521
-22
| -0.9% | -$10.6K | 0.01% | 309 |
|
|
2025
Q4 | $1.25M | Sell |
2,543
-41
| -2% | -$19.5K | 0.01% | 274 |
|
|
2025
Q3 | $1.27M | Sell |
2,584
-91
| -3% | -$46.6K | 0.01% | 270 |
|
|
2025
Q2 | $1.43M | Sell |
2,675
-2,270
| -46% | -$1.12M | 0.01% | 254 |
|
|
2025
Q1 | $2.39M | Sell |
4,945
-4
| -0.1% | -$2.1K | 0.02% | 178 |
|
|
2024
Q4 | $2.63M | Buy |
4,949
+48
| +1% | +$25.6K | 0.02% | 157 |
|
|
2024
Q3 | $2.3M | Buy |
4,901
+30
| +0.6% | +$13K | 0.02% | 175 |
|
|
2024
Q2 | $2.08M | Buy |
4,871
+69
| +1% | +$29.5K | 0.02% | 176 |
|
|
2024
Q1 | $2.11M | Sell |
4,802
-56
| -1% | -$22.4K | 0.02% | 172 |
|
|
2023
Q4 | $1.85M | Buy |
4,858
+98
| +2% | +$33.6K | 0.02% | 189 |
|
|
2023
Q3 | $1.57M | Buy |
4,760
+18
| +0.4% | +$6.14K | 0.02% | 193 |
|
|
2023
Q2 | $1.58M | Sell |
4,742
-45
| -0.9% | -$13.8K | 0.02% | 198 |
|
|
2023
Q1 | $1.47M | Sell |
4,787
-53
| -1% | -$17.4K | 0.02% | 210 |
|
|
2022
Q4 | $1.51M | Buy |
4,840
+289
| +6% | +$88.1K | 0.02% | 190 |
|
|
2022
Q3 | $1.15M | Buy |
4,551
+1,255
| +38% | +$330K | 0.02% | 214 |
|
|
2022
Q2 | $783K | Buy |
3,296
+1,088
| +49% | +$291K | 0.01% | 275 |
|
|
2022
Q1 | $663K | Buy |
2,208
+323
| +17% | +$97.7K | 0.01% | 338 |
|
|
2021
Q4 | $569K | Buy |
1,885
+40
| +2% | +$11.8K | 0.01% | 385 |
|
|
2021
Q3 | $487K | Sell |
1,845
-70
| -4% | -$18.3K | 0.01% | 401 |
|
|
2021
Q2 | $477K | Buy |
1,915
+64
| +3% | +$16.1K | 0.01% | 402 |
|
|
2021
Q1 | $430K | Buy |
1,851
+349
| +23% | +$75.5K | 0.01% | 424 |
|
|
2020
Q4 | $292K | Buy |
1,502
+71
| +5% | +$12.7K | ﹤0.01% | 466 |
|
|
2020
Q3 | $221K | Buy |
1,431
+7
| +0.5% | +$1.08K | ﹤0.01% | 488 |
|
|
2020
Q2 | $214K | Buy |
+1,424
| New | +$183K | ﹤0.01% | 490 |
|
|
2020
Q1 | – | Sell |
-1,964
| Closed | -$327K | – | 497 |
|
|
2019
Q4 | $327K | Sell |
1,964
-53
| -3% | -$8.21K | 0.01% | 384 |
|
|
2019
Q3 | $297K | Buy |
2,017
+108
| +6% | +$15.1K | ﹤0.01% | 408 |
|
|
2019
Q2 | $277K | Buy |
1,909
+109
| +6% | +$15.8K | ﹤0.01% | 425 |
|
|
2019
Q1 | $231K | Buy |
+1,800
| New | +$223K | ﹤0.01% | 459 |
|
|
2018
Q1 | – | Sell |
-63
| Closed | -$11K | – | 540 |
|
|
2017
Q4 | $11K | Hold |
63
| – | – | ﹤0.01% | 651 |
|
|
2017
Q3 | $9K | Buy |
+63
| New | +$8.8K | ﹤0.01% | 660 |
|
Other funds holding AMP
VCM
VPM
N
Greenleaf Trust's AMP Position: Q1 2026 in Review
Greenleaf Trust reduced its Ameriprise Financial (AMP) stake by 0.87% in Q1 2026, selling an estimated $10.6K and leaving 2,521 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #309.
Greenleaf Trust first reported a position in AMP in Q3 2017 and has held it in 30 quarters since. The position peaked at $2.63M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Greenleaf Trust held 2,521 shares of Ameriprise Financial worth $1.12M as of Q1 2026.
- Greenleaf Trust sold 22 Ameriprise Financial shares in Q1 2026, an estimated $10.6K.
- Ameriprise Financial made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #309 holding.
- Greenleaf Trust first reported a position in Ameriprise Financial in Q3 2017 and has held it in 30 quarters since.
- Greenleaf Trust's Ameriprise Financial position peaked at $2.63M in Q4 2024.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.