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Applied Finance Capital Management’s Ameriprise Financial AMP Stock Holding History

Applied Finance Capital Management’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 		$17.9M Sell
39,025
-6,229
-14% -$2.85M 1.33% 29
2026
Q1 		$20.1M Sell
45,254
-487
-1% -$235K 1.51% 26
2025
Q4 		$22.4M Buy
45,741
+1,654
+4% +$785K 1.61% 22
2025
Q3 		$21.7M Sell
44,087
-6,233
-12% -$3.19M 1.54% 27
2025
Q2 		$26.9M Buy
50,320
+5,667
+13% +$2.8M 1.84% 17
2025
Q1 		$21.6M Sell
44,653
-51,695
-54% -$27.1M 1.59% 25
2024
Q4 		$51.3M Buy
96,348
+281
+0.3% +$150K 2.23% 12
2024
Q3 		$45.1M Buy
96,067
+320
+0.3% +$139K 1.93% 19
2024
Q2 		$40.9M Buy
95,747
+28,418
+42% +$12.1M 1.89% 17
2024
Q1 		$29.5M Buy
67,329
+7,475
+12% +$2.99M 2.08% 20
2023
Q4 		$22.7M Buy
59,854
+5,823
+11% +$2M 1.98% 21
2023
Q3 		$17.8M Buy
54,031
+2,535
+5% +$865K 1.94% 19
2023
Q2 		$17.1M Buy
51,496
+2,633
+5% +$809K 1.94% 23
2023
Q1 		$15M Buy
48,863
+423
+0.9% +$139K 1.86% 23
2022
Q4 		$15.1M Buy
+48,440
New +$14.8M 1.97% 20

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

Applied Finance Capital Management's AMP Position: Q2 2026 in Review

Applied Finance Capital Management reduced its Ameriprise Financial (AMP) stake by 14% in Q2 2026, selling an estimated $2.85M and leaving 39,025 shares worth $17.9M. The position accounts for 1.33% of the portfolio, ranked #29.

Applied Finance Capital Management first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $51.3M in Q4 2024. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Applied Finance Capital Management held 39,025 shares of Ameriprise Financial worth $17.9M as of Q2 2026.
  • Applied Finance Capital Management sold 6,229 Ameriprise Financial shares in Q2 2026, an estimated $2.85M.
  • Ameriprise Financial made up 1.33% of Applied Finance Capital Management's portfolio in Q2 2026, its #29 holding.
  • Applied Finance Capital Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Applied Finance Capital Management's Ameriprise Financial position peaked at $51.3M in Q4 2024.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.