Beaton Management Company’s Ameriprise Financial AMP Stock Holding History

Beaton Management Company’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 Q1	$404K	Hold	910	–	–	0.18%	104
2025 Q4	$446K	Hold	910	–	–	0.2%	98
2025 Q3	$447K	Hold	910	–	–	0.2%	94
2025 Q2	$486K	Hold	910	–	–	0.24%	91
2025 Q1	$441K	Hold	910	–	–	0.23%	93
2024 Q4	$485K	Hold	910	–	–	0.24%	90
2024 Q3	$428K	Hold	910	–	–	0.22%	98
2024 Q2	$389K	Hold	910	–	–	0.21%	101
2024 Q1	$399K	Hold	910	–	–	0.22%	99
2023 Q4	$346K	Hold	910	–	–	0.21%	101
2023 Q3	$300K	Sell	910 -81	-8%	-$27.6K	0.19%	104
2023 Q2	$329K	Hold	991	–	–	0.21%	102
2023 Q1	$304K	Hold	991	–	–	0.21%	102
2022 Q4	$309K	Hold	991	–	–	0.21%	102
2022 Q3	$250K	Hold	991	–	–	0.19%	112
2022 Q2	$236K	Hold	991	–	–	0.17%	117
2022 Q1	$298K	Hold	991	–	–	0.18%	110
2021 Q4	$299K	Hold	991	–	–	0.18%	114
2021 Q3	$262K	Hold	991	–	–	0.17%	120
2021 Q2	$247K	Hold	991	–	–	0.16%	126
2021 Q1	$230K	Buy	+991	New	+$214K	0.16%	125

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beaton Management Company's AMP Position: Q1 2026 in Review

Beaton Management Company held its Ameriprise Financial (AMP) position steady in Q1 2026 at 910 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #104.

Beaton Management Company first reported a position in AMP in Q1 2021 and has held it in 21 quarters since. The position peaked at $486K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Beaton Management Company held 910 shares of Ameriprise Financial worth $404K as of Q1 2026.
Beaton Management Company left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.18% of Beaton Management Company's portfolio in Q1 2026, its #104 holding.
Beaton Management Company first reported a position in Ameriprise Financial in Q1 2021 and has held it in 21 quarters since.
Beaton Management Company's Ameriprise Financial position peaked at $486K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.