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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
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
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

Spinnaker Trust's AMP Position: Q1 2026 in Review

Spinnaker Trust held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,685 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #167.

Spinnaker Trust first reported a position in AMP in Q4 2020 and has held it in 22 quarters since. The position peaked at $899K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Spinnaker Trust held 1,685 shares of Ameriprise Financial worth $749K as of Q1 2026.
  • Spinnaker Trust left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.04% of Spinnaker Trust's portfolio in Q1 2026, its #167 holding.
  • Spinnaker Trust first reported a position in Ameriprise Financial in Q4 2020 and has held it in 22 quarters since.
  • Spinnaker Trust's Ameriprise Financial position peaked at $899K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.