Spinnaker Trust’s Ameriprise Financial AMP Stock Holding History

Spinnaker 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	$773K	Hold	1,685	–	–	0.04%	173
2026 Q1	$749K	Hold	1,685	–	–	0.04%	167
2025 Q4	$826K	Hold	1,685	–	–	0.04%	165
2025 Q3	$828K	Hold	1,685	–	–	0.05%	164
2025 Q2	$899K	Hold	1,685	–	–	0.05%	157
2025 Q1	$816K	Hold	1,685	–	–	0.05%	160
2024 Q4	$897K	Hold	1,685	–	–	0.06%	151
2024 Q3	$792K	Hold	1,685	–	–	0.05%	163
2024 Q2	$720K	Hold	1,685	–	–	0.05%	167
2024 Q1	$739K	Hold	1,685	–	–	0.05%	162
2023 Q4	$640K	Hold	1,685	–	–	0.04%	169
2023 Q3	$556K	Buy	1,685 +600	+55%	+$205K	0.04%	166
2023 Q2	$360K	Hold	1,085	–	–	0.03%	206
2023 Q1	$333K	Hold	1,085	–	–	0.03%	209
2022 Q4	$338K	Hold	1,085	–	–	0.03%	219
2022 Q3	$273K	Hold	1,085	–	–	0.02%	230
2022 Q2	$258K	Hold	1,085	–	–	0.02%	241
2022 Q1	$326K	Hold	1,085	–	–	0.02%	225
2021 Q4	$327K	Hold	1,085	–	–	0.02%	228
2021 Q3	$287K	Sell	1,085 -22	-2%	-$5.75K	0.02%	235
2021 Q2	$276K	Sell	1,107 -14	-1%	-$3.53K	0.02%	243
2021 Q1	$260K	Hold	1,121	–	–	0.02%	232
2020 Q4	$217K	Buy	+1,121	New	+$201K	0.02%	241

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spinnaker Trust's AMP Position: Q2 2026 in Review

Spinnaker Trust held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,685 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #173.

Spinnaker Trust first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $899K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Spinnaker Trust held 1,685 shares of Ameriprise Financial worth $773K as of Q2 2026.
Spinnaker Trust left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.04% of Spinnaker Trust's portfolio in Q2 2026, its #173 holding.
Spinnaker Trust first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
Spinnaker Trust's Ameriprise Financial position peaked at $899K in Q2 2025.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.