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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
Q2 		$1.66M Buy
3,611
+167
+5% +$76.5K 0.85% 32
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 $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

Old North State Trust's AMP Position: Q2 2026 in Review

Old North State Trust increased its Ameriprise Financial (AMP) stake by 4.8% in Q2 2026, buying an estimated $76.5K and bringing the position to 3,611 shares worth $1.66M. The position accounts for 0.85% of the portfolio, ranked #32.

Old North State Trust first reported a position in AMP in Q3 2020 and has held it in 23 quarters since. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Old North State Trust held 3,611 shares of Ameriprise Financial worth $1.66M as of Q2 2026.
  • Old North State Trust bought 167 Ameriprise Financial shares in Q2 2026, an estimated $76.5K.
  • Ameriprise Financial made up 0.85% of Old North State Trust's portfolio in Q2 2026, its #32 holding.
  • Old North State Trust first reported a position in Ameriprise Financial in Q3 2020 and has held it in 23 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Old North State Trust's 13F filing for Q2 2026, filed 17 Aug 2026.