Ballast Advisors’s Ameriprise Financial AMP Stock Holding History

Ballast 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	–	Sell	-194	Closed	-$86.2K	–	204
2026 Q1	$86.2K	Buy	+194	New	+$93.5K	0.03%	168

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

Ballast Advisors's AMP Position: Q2 2026 in Review

Ballast Advisors sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 194 shares — an estimated $86.2K sold.

Ballast Advisors first reported a position in AMP in Q1 2026 and held it in 1 quarter. The position peaked at $86.2K in Q1 2026. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Ballast Advisors reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 194 Ameriprise Financial shares in Q2 2026, an estimated $86.2K.
Ballast Advisors first reported a position in Ameriprise Financial in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Ameriprise Financial position peaked at $86.2K in Q1 2026.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.