Position in AMP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$831,731
+$10,480 QoQ
Shares Held
1,813
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#658
of 1,371 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Trust holds $1,418,282 across 2 Asset Management names. AMP ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
This page
|
1,813 | $831,731 | |
| 2 | BLK |
BlackRock, Inc.
|
610 | $586,551 |
All Filings in AMP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,731 | 1,813 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $821,251 | 1,848 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $906,638 | 1,849 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $908,321 | 1,849 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $956,977 | 1,793 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $869,461 | 1,796 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $932,817 | 1,752 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $823,107 | 1,752 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $748,436 | 1,752 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $768,146 | 1,752 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $646,470 | 1,702 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $561,774 | 1,704 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $576,297 | 1,735 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $531,777 | 1,735 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $540,226 | 1,735 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||