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Aptus Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Aptus 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
Q1 		$425K Sell
957
-289
-23% -$139K ﹤0.01% 769
2025
Q4 		$611K Buy
1,246
+156
+14% +$74K ﹤0.01% 687
2025
Q3 		$535K Buy
1,090
+24
+2% +$12.3K ﹤0.01% 682
2025
Q2 		$569K Sell
1,066
-532
-33% -$263K ﹤0.01% 648
2025
Q1 		$774K Buy
1,598
+349
+28% +$183K 0.01% 552
2024
Q4 		$665K Buy
1,249
+405
+48% +$216K 0.01% 565
2024
Q3 		$397K Buy
844
+14
+2% +$6.07K 0.01% 597
2024
Q2 		$355K Buy
830
+36
+5% +$15.4K 0.01% 578
2024
Q1 		$348K Buy
794
+57
+8% +$22.8K 0.01% 592
2023
Q4 		$280K Sell
737
-16
-2% -$5.49K 0.01% 477
2023
Q3 		$248K Buy
+753
New +$257K 0.01% 514

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aptus Capital Advisors's AMP Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Ameriprise Financial (AMP) stake by 23% in Q1 2026, selling an estimated $139K and leaving 957 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Aptus Capital Advisors first reported a position in AMP in Q3 2023 and has held it in 11 quarters since. The position peaked at $774K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Aptus Capital Advisors held 957 shares of Ameriprise Financial worth $425K as of Q1 2026.
  • Aptus Capital Advisors sold 289 Ameriprise Financial shares in Q1 2026, an estimated $139K.
  • Ameriprise Financial made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #769 holding.
  • Aptus Capital Advisors first reported a position in Ameriprise Financial in Q3 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Ameriprise Financial position peaked at $774K in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.