Bayforest Capital’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
Q2
$273K Buy
+596
New +$273K 0.25% 86
2025
Q4
Sell
-227
Closed -$112K 788
2025
Q3
$112K Buy
+227
New +$116K 0.05% 506

Other funds holding AMP

Bayforest Capital's AMP Position: Q2 2026 in Review

Bayforest Capital opened a new position in Ameriprise Financial (AMP) in Q2 2026: 596 shares worth $273K. The stake represents 0.25% of the portfolio and ranks #86 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in AMP as recently as Q3 2025.

Bayforest Capital first reported a position in AMP in Q3 2025 and has held it in 2 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bayforest Capital held 596 shares of Ameriprise Financial worth $273K as of Q2 2026.
  • Ameriprise Financial was a new Bayforest Capital position in Q2 2026.
  • Ameriprise Financial made up 0.25% of Bayforest Capital's portfolio in Q2 2026, its #86 holding.
  • Bayforest Capital first reported a position in Ameriprise Financial in Q3 2025 and has held it in 2 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.