Old North State Trust, LLC

Position in AMP — Ameriprise Financial Inc

CIK 1760444 GREENSBORO, NC

Position in AMP

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,656,582

+$126,069 QoQ

Shares Held

3,611

+4.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#518

of 1,374 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Old North State Trust, LLC holds $3,407,669 across 3 Asset Management names. AMP ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc This page	3,611	$1,656,582
2	BX	Blackstone Inc.	13,075	$1,538,535
3	AB	Alliancebernstein Holding L.P.	6,035	$212,552

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,656,582	3,611	+4.8%	Shares	Sole	2026-08-17
2026-03-31	$1,530,513	3,444	+5.3%	Shares	Sole	2026-05-13
2025-12-31	$1,603,902	3,271	+7.6%	Shares	Sole	2026-03-24
2025-09-30	$1,493,891	3,041	+6.4%	Shares	Sole	2025-11-20
2025-06-30	$1,525,934	2,859	+16.5%	Shares	Sole	2025-08-18
2025-03-31	$1,188,490	2,455	0.0%	Shares	Sole	2025-06-23
2024-12-31	$1,307,115	2,455	+3.6%	Shares	Sole	2025-03-10
2024-09-30	$1,112,979	2,369	+1.0%	Shares	Sole	2024-11-29
2024-06-30	$1,001,760	2,345	+3.5%	Shares	Sole	2024-08-19
2024-03-31	$993,505	2,266	+11.0%	Shares	Sole	2024-05-15
2023-09-30	$673,206	2,042	+5.3%	Shares	Sole	2023-11-15
2023-06-30	$644,058	1,939	-2.7%	Shares	Sole	2023-08-22
2023-03-31	$610,854	1,993	+5.4%	Shares	Sole	2023-05-24
2022-12-31	$588,800	1,891	+9.5%	Shares	Sole	2023-02-14
2022-09-30	$435,117	1,727	+86250.0%	Shares	Sole	2022-11-08
2022-06-30	$475	2	+100.0%	Shares	Sole	2022-08-12
2022-03-31	$300	1	-99.9%	Shares	Sole	2022-05-02
2021-09-30	$312,982	1,185	+7.1%	Shares	Sole	2021-11-02
2021-06-30	$275,261	1,106	-5.3%	Shares	Sole	2021-07-28
2021-03-31	$271,501	1,168	+13.7%	Shares	Sole	2021-05-12
2020-12-31	$199,576	1,027	+633.6%	Shares	Sole	2021-02-08
2020-09-30	$21,575	140	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.