Atlas Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Atlas 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 Q2	$7.34K	Hold	16	–	–	﹤0.01%	909
2026 Q1	$7.11K	Hold	16	–	–	﹤0.01%	818
2025 Q4	$7.84K	Buy	+16	New	+$7.59K	﹤0.01%	777
2025 Q2	$6.4K	Hold	12	–	–	﹤0.01%	803
2025 Q1	$5.81K	Hold	12	–	–	﹤0.01%	841
2024 Q4	$6.39K	Hold	12	–	–	﹤0.01%	812
2024 Q3	$5.64K	Hold	12	–	–	﹤0.01%	769
2024 Q2	$5.13K	Hold	12	–	–	﹤0.01%	780
2024 Q1	$5.26K	Hold	12	–	–	﹤0.01%	763
2023 Q4	$4.56K	Hold	12	–	–	﹤0.01%	796
2023 Q3	$3.96K	Hold	12	–	–	﹤0.01%	773
2023 Q2	$3.98K	Hold	12	–	–	﹤0.01%	797
2023 Q1	$3.68K	Hold	12	–	–	﹤0.01%	808
2022 Q4	$3.74K	Hold	12	–	–	﹤0.01%	804
2022 Q3	$3.02K	Hold	12	–	–	﹤0.01%	811
2022 Q2	$2.85K	Hold	12	–	–	﹤0.01%	889
2022 Q1	$3.6K	Hold	12	–	–	﹤0.01%	821
2021 Q4	$3.62K	Hold	12	–	–	﹤0.01%	819
2021 Q3	$3.17K	Hold	12	–	–	﹤0.01%	836
2021 Q2	$2.99K	Buy	+12	New	+$3.02K	﹤0.01%	859
2018 Q2	–	Sell	-468	Closed	-$69.2K	–	506
2018 Q1	$69.2K	Buy	+468	New	+$76.3K	0.02%	395

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atlas Capital Advisors's AMP Position: Q2 2026 in Review

Atlas Capital Advisors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 16 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Atlas Capital Advisors first reported a position in AMP in Q1 2018 and has held it in 21 quarters since. The position peaked at $69.2K in Q1 2018. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Atlas Capital Advisors held 16 shares of Ameriprise Financial worth $7.34K as of Q2 2026.
Atlas Capital Advisors left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #909 holding.
Atlas Capital Advisors first reported a position in Ameriprise Financial in Q1 2018 and has held it in 21 quarters since.
Atlas Capital Advisors's Ameriprise Financial position peaked at $69.2K in Q1 2018.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.