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 Q3	$885K	Sell	1,803 -10	-0.6%	-$5.37K	0.15%	104
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Legacy Trust's AMP Position: Q3 2026 in Review

Legacy Trust reduced its Ameriprise Financial (AMP) stake by 0.55% in Q3 2026, selling an estimated $5.37K and leaving 1,803 shares worth $885K. The position accounts for 0.15% of the portfolio, ranked #104.

Legacy Trust first reported a position in AMP in Q4 2022 and has held it in 16 quarters since. The position peaked at $957K in Q2 2025. 849 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Legacy Trust held 1,803 shares of Ameriprise Financial worth $885K as of Q3 2026.
Legacy Trust sold 10 Ameriprise Financial shares in Q3 2026, an estimated $5.37K.
Ameriprise Financial made up 0.15% of Legacy Trust's portfolio in Q3 2026, its #104 holding.
Legacy Trust first reported a position in Ameriprise Financial in Q4 2022 and has held it in 16 quarters since.
Legacy Trust's Ameriprise Financial position peaked at $957K in Q2 2025.
849 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.