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Rockland Trust’s Ameriprise Financial AMP Stock Holding History

Rockland 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 		$208K Hold
454
– – 0.01% 308
2026
Q1 		$202K Hold
454
– – 0.01% 305
2025
Q4 		$223K Buy
454
+2
+0.4% +$949 0.01% 294
2025
Q3 		$222K Hold
452
– – 0.01% 286
2025
Q2 		$241K Hold
452
– – 0.01% 238
2025
Q1 		$219K Sell
452
-437
-49% -$229K 0.01% 255
2024
Q4 		$473K Buy
889
+2
+0.2% +$1.07K 0.02% 189
2024
Q3 		$417K Hold
887
– – 0.02% 199
2024
Q2 		$379K Buy
887
+36
+4% +$15.4K 0.02% 226
2024
Q1 		$373K Sell
851
-14
-2% -$5.61K 0.02% 225
2023
Q4 		$329K Buy
865
+14
+2% +$4.8K 0.02% 235
2023
Q3 		$281K Hold
851
– – 0.02% 241
2023
Q2 		$283K Sell
851
-4
-0.5% -$1.23K 0.02% 249
2023
Q1 		$262K Hold
855
– – 0.02% 256
2022
Q4 		$266K Hold
855
– – 0.02% 255
2022
Q3 		$215K Hold
855
– – 0.02% 267
2022
Q2 		$203K Sell
855
-163
-16% -$43.7K 0.01% 285
2022
Q1 		$306K Hold
1,018
– – 0.02% 267
2021
Q4 		$307K Hold
1,018
– – 0.02% 252
2021
Q3 		$269K Buy
1,018
+4
+0.4% +$1.05K 0.02% 250
2021
Q2 		$252K Sell
1,014
-27
-3% -$6.81K 0.02% 251
2021
Q1 		$242K Hold
1,041
– – 0.02% 243
2020
Q4 		$203K Buy
+1,041
New +$186K 0.02% 249
2020
Q1 		– Sell
-1,720
Closed -$286K – 242
2019
Q4 		$286K Sell
1,720
-120
-7% -$18.6K 0.02% 226
2019
Q3 		$248K Buy
+1,840
New +$258K 0.02% 240

Other funds holding AMP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockland Trust's AMP Position: Q2 2026 in Review

Rockland Trust held its Ameriprise Financial (AMP) position steady in Q2 2026 at 454 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #308.

Rockland Trust first reported a position in AMP in Q3 2019 and has held it in 25 quarters since. The position peaked at $473K in Q4 2024. 617 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Rockland Trust held 454 shares of Ameriprise Financial worth $208K as of Q2 2026.
  • Rockland Trust left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #308 holding.
  • Rockland Trust first reported a position in Ameriprise Financial in Q3 2019 and has held it in 25 quarters since.
  • Rockland Trust's Ameriprise Financial position peaked at $473K in Q4 2024.
  • 617 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.