Tompkins Financial’s Ameriprise Financial AMP Stock Holding History

Tompkins Financial’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 Q3	$78.3K	Sell	159 -106	-40%	-$57K	0.01%	295
2026 Q2	$122K	Hold	265	–	–	0.01%	253
2026 Q1	$118K	Buy	265 +106	+67%	+$51.1K	0.01%	248
2025 Q4	$78K	Hold	159	–	–	0.01%	273
2025 Q3	$78.1K	Hold	159	–	–	0.01%	279
2025 Q2	$84.9K	Hold	159	–	–	0.01%	264
2025 Q1	$77K	Hold	159	–	–	0.01%	284
2024 Q4	$84.7K	Hold	159	–	–	0.01%	272
2024 Q3	$74.7K	Hold	159	–	–	0.01%	299
2024 Q2	$67.9K	Hold	159	–	–	0.01%	317
2024 Q1	$69.7K	Hold	159	–	–	0.01%	322
2023 Q4	$60.4K	Hold	159	–	–	0.01%	326
2023 Q3	$52.4K	Hold	159	–	–	0.01%	319
2023 Q2	$52.8K	Hold	159	–	–	0.01%	328
2023 Q1	$48.7K	Hold	159	–	–	0.01%	337
2022 Q4	$50K	Hold	159	–	–	0.01%	333
2022 Q3	$40K	Hold	159	–	–	0.01%	352
2022 Q2	$38K	Hold	159	–	–	0.01%	352
2022 Q1	$48K	Buy	+159	New	+$48.1K	0.01%	351
2021 Q4	–	Sell	-40	Closed	-$11K	–	350
2021 Q3	$11K	Buy	+40	New	+$10.5K	﹤0.01%	321
2021 Q1	$9K	Hold	40	–	–	﹤0.01%	361
2020 Q4	$8K	Sell	40 -1,450	-97%	-$260K	﹤0.01%	374
2020 Q3	$230K	Hold	1,490	–	–	0.04%	142
2020 Q2	$224K	Hold	1,490	–	–	0.05%	146
2020 Q1	$153K	Hold	1,490	–	–	0.04%	160
2019 Q4	$248K	Sell	1,490 -135	-8%	-$20.9K	0.05%	156
2019 Q3	$239K	Hold	1,625	–	–	0.05%	147
2019 Q2	$236K	Sell	1,625 -80	-5%	-$11.6K	0.05%	148
2019 Q1	$218K	Hold	1,705	–	–	0.04%	153
2018 Q4	$178K	Hold	1,705	–	–	0.04%	161
2018 Q3	$252K	Hold	1,705	–	–	0.05%	157
2018 Q2	$238K	Hold	1,705	–	–	0.05%	159
2018 Q1	$252K	Hold	1,705	–	–	0.06%	161
2017 Q4	$289K	Hold	1,705	–	–	0.07%	149
2017 Q3	$253K	Sell	1,705 -690	-29%	-$96.3K	0.06%	152
2017 Q2	$305K	Hold	2,395	–	–	0.08%	131
2017 Q1	$311K	Buy	2,395 +2,050	+594%	+$254K	0.08%	126
2016 Q4	$38K	Sell	345 -2,815	-89%	-$297K	0.01%	234
2016 Q3	$315K	Sell	3,160 -715	-18%	-$69.3K	0.09%	121
2016 Q2	$348K	Buy	3,875 +715	+23%	+$69.1K	0.1%	122
2016 Q1	$297K	Sell	3,160 -545	-15%	-$48.9K	0.09%	133
2015 Q4	$394K	Hold	3,705	–	–	0.13%	127
2015 Q3	$404K	Sell	3,705 -477	-11%	-$56.3K	0.13%	120
2015 Q2	$522K	Buy	4,182 +3,135	+299%	+$400K	0.14%	105
2015 Q1	$137K	Buy	1,047 +87	+9%	+$11.5K	0.03%	183
2014 Q4	$127K	Buy	960 +349	+57%	+$44.2K	0.03%	175
2014 Q3	$75K	Hold	611	–	–	0.02%	215
2014 Q2	$73K	Hold	611	–	–	0.02%	225
2014 Q1	$68K	Buy	+611	New	+$66.9K	0.02%	225
2013 Q4	–	Sell	-26	Closed	-$2K	–	524
2013 Q3	$2K	Sell	26 -3,229	-99%	-$285K	﹤0.01%	446
2013 Q2	$263K	Buy	+3,255	New	+$253K	0.08%	136

Other funds holding AMP

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Tompkins Financial's AMP Position: Q3 2026 in Review

Tompkins Financial reduced its Ameriprise Financial (AMP) stake by 40% in Q3 2026, selling an estimated $57K and leaving 159 shares worth $78.3K. The position accounts for 0.01% of the portfolio, ranked #295.

Tompkins Financial first reported a position in AMP in Q2 2013 and has held it in 51 quarters since. The position peaked at $522K in Q2 2015. 146 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Tompkins Financial held 159 shares of Ameriprise Financial worth $78.3K as of Q3 2026.
Tompkins Financial sold 106 Ameriprise Financial shares in Q3 2026, an estimated $57K.
Ameriprise Financial made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #295 holding.
Tompkins Financial first reported a position in Ameriprise Financial in Q2 2013 and has held it in 51 quarters since.
Tompkins Financial's Ameriprise Financial position peaked at $522K in Q2 2015.
146 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.