BURKE & HERBERT BANK & TRUST CO
BankPosition in AMP — Ameriprise Financial Inc
CIK 1101250
ALEXANDRIA, VA
Position in AMP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$333,300
-$34,455 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BURKE & HERBERT BANK & TRUST CO holds $1,544,112 across 5 Asset Management names. AMP ranks #2 (21.6% of the industry book) .
All Filings in AMP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,300 | 750 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $367,755 | 750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $368,437 | 750 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $400,297 | 750 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $363,082 | 750 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $399,322 | 750 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $352,357 | 750 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $321,246 | 752 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $329,706 | 752 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $285,632 | 752 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $247,919 | 752 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $249,784 | 752 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $230,488 | 752 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $234,150 | 752 | Shares | Sole | 2023-01-11 | |
| 2022-03-31 | $225,870 | 752 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $219,483 | 831 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $206,819 | 831 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||