Adelphi Trust Co

Bank

Position in AMP — Ameriprise Financial Inc

CIK 2106968 SAINT PETERSBURG, FL

Position in AMP

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$922,566

+$168,420 QoQ

Shares Held

2,011

+18.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#637

of 1,373 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Adelphi Trust Co holds $2,837,209 across 3 Asset Management names. AMP ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	7,321	$1,113,011
2	AMP	Ameriprise Financial Inc This page	2,011	$922,566
3	BX	Blackstone Inc.	6,978	$801,632

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$922,566	2,011	+18.5%	Shares	Sole	2026-07-01
2026-03-31	$754,146	1,697	+13.7%	Shares	Other	2026-04-01
2025-12-31	$732,077	1,493	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.