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Legacy Trust’s Ameriprise Financial AMP Stock Holding History

Legacy 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
Q2 		$832K Sell
1,813
-35
-2% -$16K 0.15% 103
2026
Q1 		$821K Sell
1,848
-1
-0.1% -$482 0.16% 98
2025
Q4 		$907K Hold
1,849
– – 0.17% 93
2025
Q3 		$908K Buy
1,849
+56
+3% +$28.7K 0.18% 89
2025
Q2 		$957K Sell
1,793
-3
-0.2% -$1.48K 0.23% 74
2025
Q1 		$869K Buy
1,796
+44
+3% +$23.1K 0.21% 80
2024
Q4 		$933K Hold
1,752
– – 0.22% 73
2024
Q3 		$823K Hold
1,752
– – 0.19% 83
2024
Q2 		$748K Hold
1,752
– – 0.19% 85
2024
Q1 		$768K Buy
1,752
+50
+3% +$20K 0.19% 85
2023
Q4 		$646K Sell
1,702
-2
-0.1% -$686 0.17% 91
2023
Q3 		$562K Sell
1,704
-31
-2% -$10.6K 0.16% 93
2023
Q2 		$576K Hold
1,735
– – 0.16% 94
2023
Q1 		$532K Hold
1,735
– – 0.16% 98
2022
Q4 		$540K Buy
+1,735
New +$529K 0.17% 93

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legacy Trust's AMP Position: Q2 2026 in Review

Legacy Trust reduced its Ameriprise Financial (AMP) stake by 1.9% in Q2 2026, selling an estimated $16K and leaving 1,813 shares worth $832K. The position accounts for 0.15% of the portfolio, ranked #103.

Legacy Trust first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $957K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Legacy Trust held 1,813 shares of Ameriprise Financial worth $832K as of Q2 2026.
  • Legacy Trust sold 35 Ameriprise Financial shares in Q2 2026, an estimated $16K.
  • Ameriprise Financial made up 0.15% of Legacy Trust's portfolio in Q2 2026, its #103 holding.
  • Legacy Trust first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Ameriprise Financial position peaked at $957K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.