Arthur M. Cohen & Associates’s Ameriprise Financial AMP Stock Holding History

Arthur M. Cohen & Associates’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	$449K	Sell	1,029 -135	-12%	-$65.1K	0.08%	85
2025 Q4	$571K	Sell	1,164 -40	-3%	-$19K	0.09%	76
2025 Q3	$591K	Buy	1,204 +20	+2%	+$10.3K	0.1%	77
2025 Q2	$632K	Hold	1,184	–	–	0.11%	73
2025 Q1	$573K	Buy	1,184 +44	+4%	+$23.1K	0.11%	74
2024 Q4	$607K	Buy	1,140 +35	+3%	+$18.7K	0.11%	80
2024 Q3	$523K	Buy	1,105 +140	+15%	+$60.7K	0.09%	88
2024 Q2	$412K	Buy	965 +55	+6%	+$23.5K	0.08%	91
2024 Q1	$399K	Buy	910 +260	+40%	+$104K	0.08%	93
2023 Q4	$247K	Hold	650	–	–	0.06%	115
2023 Q3	$214K	Hold	650	–	–	0.05%	116
2023 Q2	$216K	Buy	+650	New	+$200K	0.05%	124
2023 Q1	–	Sell	-650	Closed	-$202K	–	132
2022 Q4	$202K	Buy	+650	New	+$198K	0.06%	121
2019 Q4	–	Sell	-690	Closed	-$101	–	125
2019 Q3	$101	Buy	+690	New	+$96.7K	0.03%	124

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arthur M. Cohen & Associates's AMP Position: Q1 2026 in Review

Arthur M. Cohen & Associates reduced its Ameriprise Financial (AMP) stake by 12% in Q1 2026, selling an estimated $65.1K and leaving 1,029 shares worth $449K. The position accounts for 0.08% of the portfolio, ranked #85.

Arthur M. Cohen & Associates first reported a position in AMP in Q3 2019 and has held it in 14 quarters since. The position peaked at $632K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Arthur M. Cohen & Associates held 1,029 shares of Ameriprise Financial worth $449K as of Q1 2026.
Arthur M. Cohen & Associates sold 135 Ameriprise Financial shares in Q1 2026, an estimated $65.1K.
Ameriprise Financial made up 0.08% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #85 holding.
Arthur M. Cohen & Associates first reported a position in Ameriprise Financial in Q3 2019 and has held it in 14 quarters since.
Arthur M. Cohen & Associates's Ameriprise Financial position peaked at $632K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.