Hickory Point Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Hickory Point Bank & 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 Q3	$460K	Hold	935	–	–	0.28%	75
2026 Q2	$429K	Hold	935	–	–	0.26%	80
2026 Q1	$416K	Hold	935	–	–	0.27%	82
2025 Q4	$458K	Hold	935	–	–	0.33%	68
2025 Q3	$459K	Hold	935	–	–	0.34%	69
2025 Q2	$499K	Sell	935 -6	-0.6%	-$2.96K	0.4%	57
2025 Q1	$456K	Hold	941	–	–	0.4%	56
2024 Q4	$501K	Buy	+941	New	+$502K	0.44%	47

Other funds holding AMP

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

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

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Hickory Point Bank & Trust's AMP Position: Q3 2026 in Review

Hickory Point Bank & Trust held its Ameriprise Financial (AMP) position steady in Q3 2026 at 935 shares worth $460K. The position accounts for 0.28% of the portfolio, ranked #75.

Hickory Point Bank & Trust first reported a position in AMP in Q4 2024 and has held it in 8 quarters since. The position peaked at $501K in Q4 2024. 16 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Hickory Point Bank & Trust held 935 shares of Ameriprise Financial worth $460K as of Q3 2026.
Hickory Point Bank & Trust left its Ameriprise Financial share count unchanged in Q3 2026.
Ameriprise Financial made up 0.28% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #75 holding.
Hickory Point Bank & Trust first reported a position in Ameriprise Financial in Q4 2024 and has held it in 8 quarters since.
Hickory Point Bank & Trust's Ameriprise Financial position peaked at $501K in Q4 2024.
16 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.