Aviance Capital Partners’s Ameriprise Financial AMP Stock Holding History

Aviance Capital Partners’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	$2.78M	Hold	6,050	–	–	0.29%	71
2026 Q1	$2.69M	Buy	6,050 +50	+0.8%	+$24.1K	0.31%	74
2025 Q4	$2.94M	Hold	6,000	–	–	0.34%	65
2025 Q3	$2.95M	Hold	6,000	–	–	0.35%	63
2025 Q2	$3.2M	Hold	6,000	–	–	0.42%	51
2025 Q1	$2.9M	Sell	6,000 -100	-2%	-$52.4K	0.41%	54
2024 Q4	$3.25M	Buy	6,100 +100	+2%	+$53.4K	0.45%	50
2024 Q3	$2.82M	Sell	6,000 -7	-0.1%	-$3.04K	0.37%	55
2024 Q2	$2.57M	Buy	6,007 +7	+0.1%	+$2.99K	0.37%	62
2024 Q1	$2.63M	Hold	6,000	–	–	0.39%	57
2023 Q4	$2.28M	Hold	6,000	–	–	0.49%	47
2023 Q3	$1.98M	Hold	6,000	–	–	0.44%	56
2023 Q2	$1.99M	Hold	6,000	–	–	0.42%	57
2023 Q1	$1.84M	Hold	6,000	–	–	0.41%	59
2022 Q4	$1.87M	Hold	6,000	–	–	0.44%	53
2022 Q3	$1.51M	Hold	6,000	–	–	0.38%	78
2022 Q2	$1.43M	Hold	6,000	–	–	0.32%	90
2022 Q1	$1.8M	Hold	6,000	–	–	0.33%	85
2021 Q4	$1.81M	Hold	6,000	–	–	0.3%	75
2021 Q3	$1.58M	Hold	6,000	–	–	0.28%	96
2021 Q2	$1.49M	Hold	6,000	–	–	0.26%	100
2021 Q1	$1.4M	Hold	6,000	–	–	0.27%	100
2020 Q4	$1.17M	Hold	6,000	–	–	0.24%	115
2020 Q3	$925K	Hold	6,000	–	–	0.21%	122
2020 Q2	$900K	Hold	6,000	–	–	0.22%	116
2020 Q1	$615K	Hold	6,000	–	–	0.19%	128
2019 Q4	$999K	Sell	6,000 -160	-3%	-$24.8K	0.26%	110
2019 Q3	$906K	Sell	6,160 -168	-3%	-$23.5K	0.27%	115
2019 Q2	$919K	Hold	6,328	–	–	0.25%	112
2019 Q1	$811K	Sell	6,328 -105	-2%	-$13K	0.23%	122
2018 Q4	$671K	Sell	6,433 -100	-2%	-$12.6K	0.24%	119
2018 Q3	$965K	Sell	6,533 -30	-0.5%	-$4.29K	0.23%	113
2018 Q2	$918K	Hold	6,563	–	–	0.27%	109
2018 Q1	$970K	Sell	6,563 -287	-4%	-$46.8K	0.29%	98
2017 Q4	$1.16M	Sell	6,850 -310	-4%	-$49.7K	0.38%	70
2017 Q3	$1.06M	Sell	7,160 -580	-7%	-$81K	0.36%	78
2017 Q2	$985K	Hold	7,740	–	–	0.32%	93
2017 Q1	$1M	Sell	7,740 -275	-3%	-$34K	0.37%	82
2016 Q4	$889K	Sell	8,015 -955	-11%	-$101K	0.31%	94
2016 Q3	$895K	Sell	8,970 -270	-3%	-$26.2K	0.32%	87
2016 Q2	$830K	Sell	9,240 -95	-1%	-$9.18K	0.31%	94
2016 Q1	$878K	Sell	9,335 -3,203	-26%	-$287K	0.31%	93
2015 Q4	$1.33M	Sell	12,538 -2,962	-19%	-$331K	0.46%	57
2015 Q3	$1.69M	Buy	15,500 +1,455	+10%	+$172K	0.69%	32
2015 Q2	$1.75M	Buy	14,045 +8,045	+134%	+$1.03M	0.66%	37
2015 Q1	$785K	Hold	6,000	–	–	0.29%	106
2014 Q4	$794K	Hold	6,000	–	–	0.3%	104
2014 Q3	$740K	Hold	6,000	–	–	0.28%	115
2014 Q2	$720K	Hold	6,000	–	–	0.28%	118
2014 Q1	$660K	Hold	6,000	–	–	0.28%	112
2013 Q4	$690K	Hold	6,000	–	–	0.29%	102
2013 Q3	$546K	Hold	6,000	–	–	0.26%	112
2013 Q2	$485K	Buy	+6,000	New	+$466K	0.26%	104

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

Aviance Capital Partners's AMP Position: Q2 2026 in Review

Aviance Capital Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 6,050 shares worth $2.78M. The position accounts for 0.29% of the portfolio, ranked #71.

Aviance Capital Partners first reported a position in AMP in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.25M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Aviance Capital Partners held 6,050 shares of Ameriprise Financial worth $2.78M as of Q2 2026.
Aviance Capital Partners left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.29% of Aviance Capital Partners's portfolio in Q2 2026, its #71 holding.
Aviance Capital Partners first reported a position in Ameriprise Financial in Q2 2013 and has held it in 53 quarters since.
Aviance Capital Partners's Ameriprise Financial position peaked at $3.25M in Q4 2024.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.