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Beacon Pointe Advisors’s Ameriprise Financial AMP Stock Holding History

Beacon Pointe 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 		$2.37M Sell
5,167
-2,484
-32% -$1.14M 0.01% 709
2026
Q1 		$3.4M Buy
7,651
+4,130
+117% +$1.99M 0.02% 583
2025
Q4 		$1.73M Buy
3,521
+736
+26% +$349K 0.01% 656
2025
Q3 		$1.37M Buy
2,785
+38
+1% +$19.5K 0.01% 651
2025
Q2 		$1.47M Sell
2,747
-335
-11% -$166K 0.02% 561
2025
Q1 		$1.49M Buy
3,082
+619
+25% +$325K 0.02% 531
2024
Q4 		$1.31M Sell
2,463
-824
-25% -$440K 0.01% 569
2024
Q3 		$1.54M Sell
3,287
-266
-7% -$115K 0.02% 520
2024
Q2 		$1.52M Buy
3,553
+251
+8% +$107K 0.02% 536
2024
Q1 		$1.45M Sell
3,302
-613
-16% -$245K 0.02% 576
2023
Q4 		$1.49M Sell
3,915
-771
-16% -$264K 0.02% 557
2023
Q3 		$1.54M Buy
4,686
+1,149
+32% +$392K 0.02% 522
2023
Q2 		$1.17M Sell
3,537
-313
-8% -$96.2K 0.02% 491
2023
Q1 		$1.18M Buy
3,850
+776
+25% +$254K 0.02% 498
2022
Q4 		$957K Buy
3,074
+846
+38% +$258K 0.02% 518
2022
Q3 		$565K Buy
2,228
+170
+8% +$44.7K 0.01% 602
2022
Q2 		$492K Sell
2,058
-11,407
-85% -$3.06M 0.01% 656
2022
Q1 		$4.04M Buy
13,465
+9,569
+246% +$2.89M 0.06% 289
2021
Q4 		$1.18M Buy
3,896
+794
+26% +$235K 0.03% 346
2021
Q3 		$819K Sell
3,102
-2,632
-46% -$688K 0.02% 441
2021
Q2 		$1.43M Buy
5,734
+4,562
+389% +$1.15M 0.05% 276
2021
Q1 		$272K Buy
+1,172
New +$253K 0.02% 406

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

Beacon Pointe Advisors's AMP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Ameriprise Financial (AMP) stake by 32% in Q2 2026, selling an estimated $1.14M and leaving 5,167 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #709.

Beacon Pointe Advisors first reported a position in AMP in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.04M in Q1 2022. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Beacon Pointe Advisors held 5,167 shares of Ameriprise Financial worth $2.37M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,484 Ameriprise Financial shares in Q2 2026, an estimated $1.14M.
  • Ameriprise Financial made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #709 holding.
  • Beacon Pointe Advisors first reported a position in Ameriprise Financial in Q1 2021 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Ameriprise Financial position peaked at $4.04M in Q1 2022.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.