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Apella Capital’s Ameriprise Financial AMP Stock Holding History

Apella Capital’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 		$425K Buy
838
+18
+2% +$8.25K 0.01% 499
2026
Q1 		$374K Buy
820
+54
+7% +$26K 0.01% 511
2025
Q4 		$376K Buy
766
+31
+4% +$14.7K 0.01% 404
2025
Q3 		$344K Buy
735
+164
+29% +$84.1K 0.01% 375
2025
Q2 		$306K Sell
571
-10
-2% -$4.94K 0.01% 350
2025
Q1 		$275K Buy
581
+23
+4% +$12.1K 0.01% 319
2024
Q4 		$297K Buy
558
+8
+1% +$4.27K 0.01% 287
2024
Q3 		$264K Buy
550
+7
+1% +$3.04K 0.01% 282
2024
Q2 		$235K Sell
543
-28
-5% -$12K 0.01% 285
2024
Q1 		$245K Buy
571
+22
+4% +$8.81K 0.01% 265
2023
Q4 		$208K Buy
+549
New +$188K 0.01% 276

Other funds holding AMP

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Apella Capital's AMP Position: Q2 2026 in Review

Apella Capital increased its Ameriprise Financial (AMP) stake by 2.2% in Q2 2026, buying an estimated $8.25K and bringing the position to 838 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #499.

Apella Capital first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. 650 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Apella Capital held 838 shares of Ameriprise Financial worth $425K as of Q2 2026.
  • Apella Capital bought 18 Ameriprise Financial shares in Q2 2026, an estimated $8.25K.
  • Ameriprise Financial made up 0.01% of Apella Capital's portfolio in Q2 2026, its #499 holding.
  • Apella Capital first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • 650 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.