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Ascent Group’s Ameriprise Financial AMP Stock Holding History

Ascent Group’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 		$326K Buy
711
+35
+5% +$16K 0.01% 641
2026
Q1 		$300K Sell
676
-13
-2% -$6.26K 0.01% 625
2025
Q4 		$338K Sell
689
-113
-14% -$53.6K 0.01% 576
2025
Q3 		$394K Sell
802
-2
-0.2% -$1.02K 0.01% 548
2025
Q2 		$429K Buy
804
+38
+5% +$18.8K 0.02% 499
2025
Q1 		$371K Buy
+766
New +$402K 0.02% 517

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

Ascent Group's AMP Position: Q2 2026 in Review

Ascent Group increased its Ameriprise Financial (AMP) stake by 5.2% in Q2 2026, buying an estimated $16K and bringing the position to 711 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #641.

Ascent Group first reported a position in AMP in Q1 2025 and has held it in 6 quarters since. The position peaked at $429K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Ascent Group held 711 shares of Ameriprise Financial worth $326K as of Q2 2026.
  • Ascent Group bought 35 Ameriprise Financial shares in Q2 2026, an estimated $16K.
  • Ameriprise Financial made up 0.01% of Ascent Group's portfolio in Q2 2026, its #641 holding.
  • Ascent Group first reported a position in Ameriprise Financial in Q1 2025 and has held it in 6 quarters since.
  • Ascent Group's Ameriprise Financial position peaked at $429K in Q2 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.