First Bank & Trust

Bank

Position in AMP — Ameriprise Financial Inc

CIK 1692632 BROOKINGS, SD

Position in AMP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$572,073

-$118,080 QoQ

Shares Held

1,247

-19.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#745

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

First Bank & Trust holds $2,797,767 across 5 Asset Management names. AMP ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	10,473	$961,211
2	PFG	Principal Financial Group Inc	7,216	$777,739
3	AMP	Ameriprise Financial Inc This page	1,247	$572,073
4	RJF	Raymond James Financial Inc	1,626	$247,200
5	TROW	Price T Rowe Group Inc	2,107	$239,544

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,073	1,247	-19.7%	Shares	Sole	2026-07-09
2026-03-31	$690,153	1,553	-16.2%	Shares	Sole	2026-04-10
2025-12-31	$908,600	1,853	+165.5%	Shares	Sole	2026-01-12
2025-09-30	$342,892	698	-4.5%	Shares	Sole	2025-10-10
2025-06-30	$390,156	731	-5.1%	Shares	Sole	2025-07-09
2025-03-31	$372,764	770	-0.9%	Shares	Sole	2025-04-28
2024-12-31	$413,698	777	-8.4%	Shares	Sole	2025-02-03
2024-09-30	$398,398	848	-9.4%	Shares	Sole	2024-10-24
2024-06-30	$399,849	936	+0.2%	Shares	Sole	2024-07-09
2024-03-31	$409,502	934	+3.4%	Shares	Sole	2024-04-17
2023-12-31	$342,986	903	-1.5%	Shares	Sole	2024-01-12
2023-09-30	$302,316	917	-5.5%	Shares	Sole	2023-10-11
2023-06-30	$322,195	970	-5.3%	Shares	Sole	2023-07-12
2023-03-31	$313,856	1,024	-18.3%	Shares	Sole	2023-04-25
2022-12-31	$390,457	1,254	-1.0%	Shares	Sole	2023-01-27
2022-09-30	$319,220	1,267	+4.0%	Shares	Sole	2022-10-28
2022-06-30	$289,494	1,218	+9.4%	Shares	Sole	2022-07-22
2022-03-31	$334,300	1,113	+4.2%	Shares	Sole	2022-04-29
2021-09-30	$282,080	1,068	+4.9%	Shares	Sole	2021-10-18
2021-06-30	$253,359	1,018	+2.4%	Shares	Sole	2021-08-10
2021-03-31	$231,055	994	+11.7%	Shares	Sole	2021-04-14
2020-12-31	$172,953	890	-2.7%	Shares	Sole	2021-01-27
2020-09-30	$141,010	915	+5.7%	Shares	Sole	2020-10-26
2020-06-30	$129,934	866	+6.4%	Shares	Sole	2020-08-05
2020-03-31	$83,418	814	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.