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Annis Gardner Whiting Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-155
Closed -$68.9K – 388
2026
Q1 		$68.9K Buy
155
+1
+0.6% +$482 0.01% 520
2025
Q4 		$75.5K Sell
154
-45
-23% -$21.4K 0.01% 453
2025
Q3 		$97.8K Buy
199
+40
+25% +$20.5K 0.02% 397
2025
Q2 		$84.9K Buy
159
+70
+79% +$34.6K 0.03% 330
2025
Q1 		$43.1K Buy
89
+2
+2% +$1.05K 0.02% 370
2024
Q4 		$46.3K Sell
87
-3
-3% -$1.6K 0.01% 352
2024
Q3 		$42.3K Sell
90
-315
-78% -$137K 0.01% 384
2024
Q2 		$173K Buy
405
+9
+2% +$3.85K 0.05% 226
2024
Q1 		$174K Buy
396
+327
+474% +$131K 0.06% 202
2023
Q4 		$26.2K Buy
69
+2
+3% +$686 0.01% 367
2023
Q3 		$22.1K Buy
+67
New +$22.9K 0.01% 377

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AMP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 155 shares — an estimated $68.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AMP in Q3 2023 and held it in 11 quarters. The position peaked at $174K in Q1 2024. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 155 Ameriprise Financial shares in Q2 2026, an estimated $68.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Ameriprise Financial in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Ameriprise Financial position peaked at $174K in Q1 2024.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.