EASTERN BANK AMP — AMERIPRISE FINANCIAL INC COM

Ownership history in EASTERN BANK  ·  15 quarters on record

AI Ownership Summary

EASTERN BANK reported AMERIPRISE FINANCIAL INC COM (AMP) in 15 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows AMP at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in AMERIPRISE FINANCIAL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMP stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK held AMP — position size vs. price
% of Fund (quarterly)    AMP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,402 +200 +16.6% 0.01% $643K 2026-07-01 $479.68
2026 Q1 UNCHANGED — — — 1,202 — 0% 0.01% $534K 2026-04-07 $430.49
2025 Q4 REDUCED 8.7% -9.1% ✅ 1,202 -115 -8.7% 0.01% $589K 2026-01-14 $504.12
2025 Q3 ADDED — — — 1,317 +57 +4.5% 0.01% $647K 2025-10-27 $479.77
2025 Q2 REDUCED 7.6% -6.1% ✅ 1,260 -104 -7.6% 0.01% $672K 2025-07-24 $510.29
2025 Q1 REDUCED — — — 1,364 -31 -2.2% 0.01% $660K 2025-05-08 $482.56
2024 Q4 REDUCED — — — 1,395 -4 -0.3% 0.01% $743K 2025-01-13 $507.68
2024 Q3 REDUCED 80.1% +13.3% ❌ 1,399 -5,620 -80.1% 0.01% $657K 2024-10-21 $511.14
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMP

As of 2026 Q2 — sorted by position size

MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.81% Adelphi Trust Co 0.61% Hilltop National Bank 0.48% First County Bank /CT/ 3Y 0.36% CX Institutional 3Y 7Y 0.14% Kozak & Associates, Inc. 3Y 0.02% Roxbury Financial LLC 0.01% Cedar Mountain Advisors, LLC 3Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About EASTERN BANK and AMP

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning AMP?

EASTERN BANK reported AMP across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AMP position in EASTERN BANK's portfolio?

The largest reported portfolio weight for AMP was 0.01% in 2024 Q4.

What is the latest reported AMP position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 1,402 shares, equal to 0.01% of portfolio, with an estimated market value of $643K.

What does the chart on this AMP ownership page compare?

The chart compares EASTERN BANK's quarterly AMP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their AMP position?

Based on 13F filing dates vs. subsequent AMP price moves, EASTERN BANK correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on AMP relative to SPY over the holding period was -6.9%.

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