B
AMP icon

Bailard’s Ameriprise Financial AMP Stock Holding History

Bailard’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 		$439K Hold
956
– – 0.01% 535
2026
Q1 		$425K Buy
956
+5
+0.5% +$2.41K 0.01% 521
2025
Q4 		$466K Sell
951
-1
-0.1% -$475 0.01% 485
2025
Q3 		$468K Buy
952
+1
+0.1% +$513 0.01% 512
2025
Q2 		$508K Sell
951
-3
-0.3% -$1.48K 0.01% 489
2025
Q1 		$462K Buy
954
+2
+0.2% +$1.05K 0.01% 480
2024
Q4 		$507K Hold
952
– – 0.01% 461
2024
Q3 		$447K Sell
952
-167
-15% -$72.5K 0.01% 488
2024
Q2 		$478K Hold
1,119
– – 0.01% 461
2024
Q1 		$491K Hold
1,119
– – 0.01% 465
2023
Q4 		$425K Sell
1,119
-1,501
-57% -$515K 0.01% 480
2023
Q3 		$864K Buy
2,620
+1,501
+134% +$512K 0.03% 292
2023
Q2 		$372K Sell
1,119
-23
-2% -$7.07K 0.01% 454
2023
Q1 		$350K Buy
1,142
+23
+2% +$7.54K 0.01% 466
2022
Q4 		$348K Hold
1,119
– – 0.01% 480
2022
Q3 		$282K Hold
1,119
– – 0.01% 478
2022
Q2 		$266K Sell
1,119
-8,219
-88% -$2.2M 0.01% 520
2022
Q1 		$2.81M Buy
9,338
+23
+0.2% +$6.96K 0.09% 175
2021
Q4 		$2.81M Sell
9,315
-256
-3% -$75.7K 0.09% 171
2021
Q3 		$2.53M Buy
9,571
+140
+1% +$36.6K 0.09% 176
2021
Q2 		$2.35M Buy
9,431
+772
+9% +$195K 0.08% 188
2021
Q1 		$2.01M Buy
8,659
+2,316
+37% +$501K 0.07% 200
2020
Q4 		$1.23M Buy
+6,343
New +$1.14M 0.06% 195
2018
Q4 		– Sell
-2,065
Closed -$305K – 492
2018
Q3 		$305K Buy
+2,065
New +$295K 0.02% 465

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

Bailard's AMP Position: Q2 2026 in Review

Bailard held its Ameriprise Financial (AMP) position steady in Q2 2026 at 956 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #535.

Bailard first reported a position in AMP in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.81M in Q4 2021. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bailard held 956 shares of Ameriprise Financial worth $439K as of Q2 2026.
  • Bailard left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Bailard's portfolio in Q2 2026, its #535 holding.
  • Bailard first reported a position in Ameriprise Financial in Q3 2018 and has held it in 24 quarters since.
  • Bailard's Ameriprise Financial position peaked at $2.81M in Q4 2021.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.