Legacy Private Trust Co.

Bank

Position in AMP — Ameriprise Financial Inc

CIK 1352547 NEENAH, WI

Position in AMP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,976,531

-$247,491 QoQ

Shares Held

8,668

-8.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#355

of 1,374 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Private Trust Co. holds $7,286,753 across 4 Asset Management names. AMP ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	8,668	$3,976,531
2	BLK	BlackRock, Inc.	2,677	$2,574,095
3	BN	BROOKFIELD Corp /ON/	11,040	$470,193
4	BX	Blackstone Inc.	2,260	$265,934

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,976,531	8,668	-8.8%	Shares	Sole	2026-07-21
2026-03-31	$4,224,022	9,505	-13.8%	Shares	Sole	2026-04-07
2025-12-31	$5,408,940	11,031	-0.3%	Shares	Sole	2026-01-08
2025-09-30	$5,434,207	11,062	-3.2%	Shares	Sole	2025-10-08
2025-06-30	$6,098,931	11,427	-3.2%	Shares	Sole	2025-07-08
2025-03-31	$5,713,465	11,802	-17.2%	Shares	Sole	2025-04-04
2024-12-31	$7,586,062	14,248	-2.9%	Shares	Sole	2025-01-08
2024-09-30	$6,892,112	14,670	-6.0%	Shares	Sole	2024-10-07
2024-06-30	$6,665,872	15,604	-4.1%	Shares	Sole	2024-07-12
2024-03-31	$7,132,979	16,269	-5.6%	Shares	Sole	2024-04-10
2023-12-31	$6,548,268	17,240	-2.4%	Shares	Sole	2024-01-10
2023-09-30	$5,822,148	17,660	-12.9%	Shares	Sole	2023-10-11
2023-06-30	$6,731,886	20,267	-3.3%	Shares	Sole	2023-07-07
2023-03-31	$6,426,385	20,967	-3.4%	Shares	Sole	2023-04-12
2022-12-31	$6,761,087	21,714	-9.2%	Shares	Sole	2023-01-19
2022-09-30	$6,024,124	23,910	-2.2%	Shares	Sole	2022-10-06
2022-06-30	$5,811,751	24,452	+0.6%	Shares	Sole	2022-07-07
2022-03-31	$7,299,348	24,302	+1.2%	Shares	Sole	2022-04-11
2021-09-30	$6,343,634	24,018	+6.3%	Shares	Sole	2021-10-12
2021-06-30	$5,621,701	22,588	-0.6%	Shares	Sole	2021-07-09
2021-03-31	$5,282,193	22,724	-6.9%	Shares	Sole	2021-04-09
2020-12-31	$4,741,262	24,398	+0.0%	Shares	Sole	2021-01-12
2020-09-30	$3,758,588	24,389	+5.7%	Shares	Sole	2020-10-14
2020-06-30	$3,463,222	23,082	-1.1%	Shares	Sole	2020-07-09
2020-03-31	$2,390,755	23,329	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.