Baker Avenue Asset Management’s Ameriprise Financial AMP Stock Holding History

Baker Avenue Asset Management’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	$383K	Sell	834 -472	-36%	-$216K	0.01%	603
2026 Q1	$581K	Buy	+1,306	New	+$629K	0.01%	388
2023 Q4	–	Sell	-25	Closed	-$8.31K	–	424
2023 Q3	$8.31K	Sell	25 -14	-36%	-$4.78K	﹤0.01%	805
2023 Q2	$13K	Sell	39 -88	-69%	-$27K	﹤0.01%	706
2023 Q1	$39K	Sell	127 -2,150	-94%	-$704K	﹤0.01%	566
2022 Q4	$709K	Buy	+2,277	New	+$695K	0.04%	196

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

Baker Avenue Asset Management's AMP Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Ameriprise Financial (AMP) stake by 36% in Q2 2026, selling an estimated $216K and leaving 834 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #603.

Baker Avenue Asset Management first reported a position in AMP in Q4 2022 and has held it in 6 quarters since. The position peaked at $709K in Q4 2022. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Baker Avenue Asset Management held 834 shares of Ameriprise Financial worth $383K as of Q2 2026.
Baker Avenue Asset Management sold 472 Ameriprise Financial shares in Q2 2026, an estimated $216K.
Ameriprise Financial made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #603 holding.
Baker Avenue Asset Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 6 quarters since.
Baker Avenue Asset Management's Ameriprise Financial position peaked at $709K in Q4 2022.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.