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NorthCrest Asset Manangement’s Ameriprise Financial AMP Stock Holding History

NorthCrest Asset Manangement’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 		$2.93M Buy
5,877
+266
+5% +$143K 0.07% 189
2026
Q2 		$2.81M Sell
5,611
-870
-13% -$399K 0.07% 196
2026
Q1 		$2.81M Sell
6,481
-1,478
-19% -$712K 0.09% 185
2025
Q4 		$4.04M Buy
7,959
+1,475
+23% +$700K 0.09% 167
2025
Q3 		$3.23M Buy
6,484
+45
+0.7% +$23.1K 0.08% 177
2025
Q2 		$3.5M Sell
6,439
-118
-2% -$58.3K 0.09% 169
2025
Q1 		$3.17M Buy
6,557
+232
+4% +$122K 0.1% 170
2024
Q4 		$3.37M Buy
6,325
+225
+4% +$120K 0.1% 162
2024
Q3 		$2.87M Sell
6,100
-231
-4% -$100K 0.09% 172
2024
Q2 		$2.7M Buy
6,331
+1
+0% +$427 0.09% 172
2024
Q1 		$2.78M Hold
6,330
– – 0.09% 175
2023
Q4 		$2.4M Hold
6,330
– – 0.09% 178
2023
Q3 		$2.09M Buy
6,330
+1
+0% +$341 0.09% 182
2023
Q2 		$2.1M Hold
6,329
– – 0.08% 176
2023
Q1 		$1.94M Buy
6,329
+1,406
+29% +$461K 0.08% 177
2022
Q4 		$1.53M Hold
4,923
– – 0.09% 140
2022
Q3 		$1.24M Sell
4,923
-37
-0.7% -$9.73K 0.07% 180
2022
Q2 		$1.18M Buy
4,960
+37
+0.8% +$9.91K 0.06% 193
2022
Q1 		$1.48M Buy
4,923
+80
+2% +$24.2K 0.07% 158
2021
Q4 		$1.46M Buy
+4,843
New +$1.43M 0.08% 182

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

NorthCrest Asset Manangement's AMP Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its Ameriprise Financial (AMP) stake by 4.7% in Q3 2026, buying an estimated $143K and bringing the position to 5,877 shares worth $2.93M. The position accounts for 0.07% of the portfolio, ranked #189.

NorthCrest Asset Manangement first reported a position in AMP in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.04M in Q4 2025. 70 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • NorthCrest Asset Manangement held 5,877 shares of Ameriprise Financial worth $2.93M as of Q3 2026.
  • NorthCrest Asset Manangement bought 266 Ameriprise Financial shares in Q3 2026, an estimated $143K.
  • Ameriprise Financial made up 0.07% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #189 holding.
  • NorthCrest Asset Manangement first reported a position in Ameriprise Financial in Q4 2021 and has held it in 20 quarters since.
  • NorthCrest Asset Manangement's Ameriprise Financial position peaked at $4.04M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.