Petrus Trust Company’s Ameriprise Financial AMP Stock Holding History

Petrus Trust Company’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
2025 Q2	–	Sell	-471	Closed	-$228K	–	510
2025 Q1	$228K	Sell	471 -1,459	-76%	-$765K	0.02%	496
2024 Q4	$1.03M	Buy	1,930 +1,163	+152%	+$621K	0.1%	35
2024 Q3	$360K	Sell	767 -493	-39%	-$214K	0.04%	344
2024 Q2	$538K	Buy	1,260 +707	+128%	+$302K	0.05%	204
2024 Q1	$242K	Sell	553 -1,416	-72%	-$567K	0.02%	517
2023 Q4	$748K	Buy	1,969 +854	+77%	+$293K	0.07%	95
2023 Q3	$368K	Buy	+1,115	New	+$381K	0.04%	312
2023 Q2	–	Sell	-1,697	Closed	-$520K	–	577
2023 Q1	$520K	Buy	+1,697	New	+$556K	0.06%	79
2017 Q2	–	Sell	-1,539	Closed	-$200K	–	173
2017 Q1	$200K	Sell	1,539 -288	-16%	-$35.6K	0.05%	162
2016 Q4	$203K	Buy	+1,827	New	+$193K	0.05%	164
2016 Q2	–	Sell	-2,926	Closed	-$275K	–	172
2016 Q1	$275K	Buy	+2,926	New	+$262K	0.06%	100

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petrus Trust Company's AMP Position: Q2 2025 in Review

Petrus Trust Company sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 471 shares — an estimated $228K sold.

Petrus Trust Company first reported a position in AMP in Q1 2016 and held it in 11 quarters. The position peaked at $1.03M in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

Petrus Trust Company reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 471 Ameriprise Financial shares in Q2 2025, an estimated $228K.
Petrus Trust Company first reported a position in Ameriprise Financial in Q1 2016 and held it in 11 quarters.
Petrus Trust Company's Ameriprise Financial position peaked at $1.03M in Q4 2024.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.