AUA Capital Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $256K | Hold |
577
| – | – | 0.13% | 72 |
|
|
2025
Q4 | $283K | Hold |
577
| – | – | 0.14% | 67 |
|
|
2025
Q3 | $283K | Hold |
577
| – | – | 0.16% | 65 |
|
|
2025
Q2 | $308K | Hold |
577
| – | – | 0.18% | 61 |
|
|
2025
Q1 | $279K | Hold |
577
| – | – | 0.18% | 63 |
|
|
2024
Q4 | $307K | Hold |
577
| – | – | 0.2% | 58 |
|
|
2024
Q3 | $271K | Sell |
577
-27
| -4% | -$11.7K | 0.16% | 68 |
|
|
2024
Q2 | $258K | Hold |
604
| – | – | 0.16% | 67 |
|
|
2024
Q1 | $265K | Buy |
604
+27
| +5% | +$10.8K | 0.15% | 77 |
|
|
2023
Q4 | $219K | Buy |
+577
| New | +$198K | 0.14% | 75 |
|
|
2023
Q1 | – | Sell |
-577
| Closed | -$180K | – | 96 |
|
|
2022
Q4 | $180K | Sell |
577
-93
| -14% | -$28.4K | 0.12% | 92 |
|
|
2022
Q3 | $169K | Hold |
670
| – | – | 0.11% | 85 |
|
|
2022
Q2 | $159K | Hold |
670
| – | – | 0.09% | 104 |
|
|
2022
Q1 | $201K | Hold |
670
| – | – | 0.11% | 96 |
|
|
2021
Q4 | $202K | Hold |
670
| – | – | 0.12% | 88 |
|
|
2021
Q3 | $177K | Hold |
670
| – | – | 0.11% | 85 |
|
|
2021
Q2 | $167K | Hold |
670
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $156K | Hold |
670
| – | – | 0.1% | 95 |
|
|
2020
Q4 | $130K | Hold |
670
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $103K | Hold |
670
| – | – | 0.09% | 97 |
|
|
2020
Q2 | $101K | Hold |
670
| – | – | 0.1% | 88 |
|
|
2020
Q1 | $69K | Hold |
670
| – | – | 0.07% | 103 |
|
|
2019
Q4 | $112K | Hold |
670
| – | – | 0.09% | 95 |
|
|
2019
Q3 | $99K | Hold |
670
| – | – | 0.08% | 100 |
|
|
2019
Q2 | $97K | Hold |
670
| – | – | 0.08% | 101 |
|
|
2019
Q1 | $86K | Hold |
670
| – | – | 0.07% | 102 |
|
|
2018
Q4 | $70K | Hold |
670
| – | – | 0.06% | 105 |
|
|
2018
Q3 | $99K | Hold |
670
| – | – | 0.08% | 101 |
|
|
2018
Q2 | $94K | Sell |
670
-193
| -22% | -$27.4K | 0.08% | 100 |
|
|
2018
Q1 | $128K | Sell |
863
-880
| -50% | -$144K | 0.11% | 92 |
|
|
2017
Q4 | $295K | Hold |
1,743
| – | – | 0.27% | 52 |
|
|
2017
Q3 | $259K | Hold |
1,743
| – | – | 0.24% | 59 |
|
|
2017
Q2 | $222K | Hold |
1,743
| – | – | 0.2% | 68 |
|
|
2017
Q1 | $226K | Hold |
1,743
| – | – | 0.23% | 32 |
|
|
2016
Q4 | $193K | Buy |
+1,743
| New | +$184K | 0.18% | 67 |
|
Other funds holding AMP
VCM
VPM
N
AUA Capital Management's AMP Position: Q1 2026 in Review
AUA Capital Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 577 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #72.
AUA Capital Management first reported a position in AMP in Q4 2016 and has held it in 35 quarters since. The position peaked at $308K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- AUA Capital Management held 577 shares of Ameriprise Financial worth $256K as of Q1 2026.
- AUA Capital Management left its Ameriprise Financial share count unchanged in Q1 2026.
- Ameriprise Financial made up 0.13% of AUA Capital Management's portfolio in Q1 2026, its #72 holding.
- AUA Capital Management first reported a position in Ameriprise Financial in Q4 2016 and has held it in 35 quarters since.
- AUA Capital Management's Ameriprise Financial position peaked at $308K in Q2 2025.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.