Independence Bank of Kentucky’s Ameriprise Financial AMP Stock Holding History

Independence Bank of Kentucky’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 Q2	$489K	Sell	1,066 -6	-0.6%	-$2.75K	0.06%	217
2026 Q1	$476K	Sell	1,072 -15	-1%	-$7.23K	0.06%	210
2025 Q4	$533K	Buy	1,087 +6	+0.6%	+$2.85K	0.07%	201
2025 Q3	$531K	Hold	1,081	–	–	0.07%	202
2025 Q2	$577K	Hold	1,081	–	–	0.08%	186
2025 Q1	$523K	Sell	1,081 -25	-2%	-$13.1K	0.08%	188
2024 Q4	$589K	Sell	1,106 -2	-0.2%	-$1.07K	0.09%	180
2024 Q3	$521K	Buy	1,108 +553	+100%	+$240K	0.11%	173
2024 Q2	$237K	Hold	555	–	–	0.06%	211
2024 Q1	$243K	Buy	555 +200	+56%	+$80.1K	0.07%	202
2023 Q4	$135K	Sell	355 -30	-8%	-$10.3K	0.05%	234
2023 Q3	$127K	Hold	385	–	–	0.05%	212
2023 Q2	$128K	Hold	385	–	–	0.05%	210
2023 Q1	$118K	Hold	385	–	–	0.05%	201
2022 Q4	$120K	Buy	+385	New	+$117K	0.05%	200

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Independence Bank of Kentucky's AMP Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Ameriprise Financial (AMP) stake by 0.56% in Q2 2026, selling an estimated $2.75K and leaving 1,066 shares worth $489K. The position accounts for 0.06% of the portfolio, ranked #217.

Independence Bank of Kentucky first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $589K in Q4 2024. 1,035 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Independence Bank of Kentucky held 1,066 shares of Ameriprise Financial worth $489K as of Q2 2026.
Independence Bank of Kentucky sold 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
Ameriprise Financial made up 0.06% of Independence Bank of Kentucky's portfolio in Q2 2026, its #217 holding.
Independence Bank of Kentucky first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
Independence Bank of Kentucky's Ameriprise Financial position peaked at $589K in Q4 2024.
1,035 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.