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Beese Fulmer Investment Management’s Ameriprise Financial AMP Stock Holding History

Beese Fulmer Investment 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 		$202K Sell
441
-315
-42% -$144K 0.01% 393
2026
Q1 		$336K Buy
756
+251
+50% +$121K 0.02% 286
2025
Q4 		$248K Buy
+505
New +$240K 0.02% 333

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Beese Fulmer Investment Management's AMP Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Ameriprise Financial (AMP) stake by 42% in Q2 2026, selling an estimated $144K and leaving 441 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #393.

Beese Fulmer Investment Management first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q1 2026. 509 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Beese Fulmer Investment Management held 441 shares of Ameriprise Financial worth $202K as of Q2 2026.
  • Beese Fulmer Investment Management sold 315 Ameriprise Financial shares in Q2 2026, an estimated $144K.
  • Ameriprise Financial made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #393 holding.
  • Beese Fulmer Investment Management first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's Ameriprise Financial position peaked at $336K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.