MBT
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Montecito Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Montecito 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
Q2 		$1.65M Sell
3,599
-152
-4% -$69.7K 0.25% 91
2026
Q1 		$1.67M Sell
3,751
-641
-15% -$309K 0.27% 86
2025
Q4 		$2.15M Sell
4,392
-1,031
-19% -$489K 0.34% 62
2025
Q3 		$2.66M Buy
+5,423
New +$2.78M 0.41% 57
2025
Q1 		$2.63M Sell
5,433
-30
-0.5% -$15.7K 0.47% 49
2024
Q4 		$2.91M Buy
5,463
+222
+4% +$118K 0.5% 49
2024
Q3 		$2.46M Buy
5,241
+1,358
+35% +$589K 0.42% 53
2024
Q2 		$1.66M Buy
3,883
+163
+4% +$69.6K 0.34% 66
2024
Q1 		$1.63M Buy
3,720
+201
+6% +$80.5K 0.33% 71
2023
Q4 		$1.34M Buy
3,519
+351
+11% +$120K 0.29% 83
2023
Q3 		$1.04M Buy
3,168
+367
+13% +$125K 0.24% 102
2023
Q2 		$930K Sell
2,801
-42
-1% -$12.9K 0.21% 120
2023
Q1 		$871K Sell
2,843
-154
-5% -$50.5K 0.21% 120
2022
Q4 		$933K Sell
2,997
-139
-4% -$42.4K 0.23% 113
2022
Q3 		$790K Sell
3,136
-288
-8% -$75.8K 0.21% 116
2022
Q2 		$814K Sell
3,424
-1,038
-23% -$278K 0.19% 121
2022
Q1 		$1.34M Buy
4,462
+9
+0.2% +$2.72K 0.25% 92
2021
Q4 		$1.34M Sell
4,453
-32
-0.7% -$9.46K 0.24% 95
2021
Q3 		$1.19M Sell
4,485
-46
-1% -$12K 0.23% 103
2021
Q2 		$1.13M Buy
4,531
+115
+3% +$29K 0.22% 105
2021
Q1 		$1.03M Sell
4,416
-302
-6% -$65.3K 0.21% 104
2020
Q4 		$917K Buy
4,718
+200
+4% +$35.8K 0.2% 101
2020
Q3 		$696K Sell
4,518
-2,358
-34% -$363K 0.18% 107
2020
Q2 		$1.03M Buy
6,876
+14
+0.2% +$1.79K 0.28% 85
2020
Q1 		$703K Buy
6,862
+2,844
+71% +$421K 0.23% 90
2019
Q4 		$670K Sell
4,018
-102
-2% -$15.8K 0.18% 110
2019
Q3 		$606K Buy
4,120
+193
+5% +$27K 0.18% 110
2019
Q2 		$570K Buy
3,927
+481
+14% +$69.5K 0.17% 119
2019
Q1 		$442K Sell
3,446
-142
-4% -$17.6K 0.14% 142
2018
Q4 		$374K Buy
3,588
+289
+9% +$36.3K 0.13% 151
2018
Q3 		$487K Buy
3,299
+846
+34% +$121K 0.15% 140
2018
Q2 		$343K Buy
2,453
+243
+11% +$34.4K 0.11% 157
2018
Q1 		$327K Buy
2,210
+61
+3% +$9.95K 0.11% 155
2017
Q4 		$364K Sell
2,149
-294
-12% -$47.1K 0.12% 137
2017
Q3 		$363K Buy
2,443
+399
+20% +$55.7K 0.13% 131
2017
Q2 		$260K Buy
+2,044
New +$260K 0.09% 156
2017
Q1 		– Sell
-2,113
Closed -$234K – 194
2016
Q4 		$234K Buy
+2,113
New +$223K 0.08% 155

Other funds holding AMP

MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Montecito Bank & Trust's AMP Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Ameriprise Financial (AMP) stake by 4.1% in Q2 2026, selling an estimated $69.7K and leaving 3,599 shares worth $1.65M. The position accounts for 0.25% of the portfolio, ranked #91.

Montecito Bank & Trust first reported a position in AMP in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.91M in Q4 2024. 227 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Montecito Bank & Trust held 3,599 shares of Ameriprise Financial worth $1.65M as of Q2 2026.
  • Montecito Bank & Trust sold 152 Ameriprise Financial shares in Q2 2026, an estimated $69.7K.
  • Ameriprise Financial made up 0.25% of Montecito Bank & Trust's portfolio in Q2 2026, its #91 holding.
  • Montecito Bank & Trust first reported a position in Ameriprise Financial in Q4 2016 and has held it in 37 quarters since.
  • Montecito Bank & Trust's Ameriprise Financial position peaked at $2.91M in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.