ONST
AMP icon

Old North State Trust’s Ameriprise Financial AMP Stock Holding History

Old North State 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
Q1 		$1.53M Buy
3,444
+173
+5% +$83.4K 0.91% 29
2025
Q4 		$1.6M Buy
3,271
+230
+8% +$109K 0.95% 27
2025
Q3 		$1.49M Buy
3,041
+182
+6% +$93.3K 0.91% 28
2025
Q2 		$1.53M Buy
2,859
+404
+16% +$200K 1.04% 22
2025
Q1 		$1.31M Hold
2,455
– – 0.83% 28
2024
Q4 		$1.31M Buy
2,455
+86
+4% +$45.9K 0.83% 28
2024
Q3 		$1.11M Buy
2,369
+24
+1% +$10.4K 0.9% 28
2024
Q2 		$1M Buy
2,345
+79
+3% +$33.7K 0.87% 32
2024
Q1 		$994K Buy
+2,266
New +$907K 0.84% 30
2023
Q3 		$673K Buy
2,042
+103
+5% +$35.2K 0.52% 42
2023
Q2 		$644K Sell
1,939
-54
-3% -$16.6K 0.48% 49
2023
Q1 		$611K Buy
1,993
+102
+5% +$33.4K 0.42% 49
2022
Q4 		$589K Buy
1,891
+164
+9% +$50K 0.39% 50
2022
Q3 		$435K Buy
1,727
+1,725
+86,250% +$454K 0.38% 56
2022
Q2 		$365 Buy
2
+1
+100% +$268 0.33% 72
2022
Q1 		$434 Sell
1
-1,207
-100% -$365K 0.35% 67
2021
Q4 		$364K Buy
1,208
+23
+2% +$6.8K 0.26% 78
2021
Q3 		$313K Buy
1,185
+79
+7% +$20.7K 0.28% 80
2021
Q2 		$275K Sell
1,106
-62
-5% -$15.6K 0.21% 98
2021
Q1 		$272K Buy
1,168
+141
+14% +$30.5K 0.22% 92
2020
Q4 		$200K Buy
1,027
+887
+634% +$159K 0.15% 110
2020
Q3 		$22K Buy
+140
New +$21.6K 0.01% 240

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Old North State Trust's AMP Position: Q1 2026 in Review

Old North State Trust increased its Ameriprise Financial (AMP) stake by 5.3% in Q1 2026, buying an estimated $83.4K and bringing the position to 3,444 shares worth $1.53M. The position accounts for 0.91% of the portfolio, ranked #29.

Old North State Trust first reported a position in AMP in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.6M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Old North State Trust held 3,444 shares of Ameriprise Financial worth $1.53M as of Q1 2026.
  • Old North State Trust bought 173 Ameriprise Financial shares in Q1 2026, an estimated $83.4K.
  • Ameriprise Financial made up 0.91% of Old North State Trust's portfolio in Q1 2026, its #29 holding.
  • Old North State Trust first reported a position in Ameriprise Financial in Q3 2020 and has held it in 22 quarters since.
  • Old North State Trust's Ameriprise Financial position peaked at $1.6M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Old North State Trust's 13F filing for Q1 2026, filed 13 May 2026.