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Bell Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Bell Investment 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 		$95.4K Buy
208
+117
+129% +$53.6K 0.01% 193
2026
Q1 		$40.4K Sell
91
-1
-1% -$482 0.01% 288
2025
Q4 		$45.1K Hold
92
– – 0.01% 267
2025
Q3 		$45.2K Hold
92
– – 0.01% 258
2025
Q2 		$49.1K Buy
92
+1
+1% +$494 0.01% 249
2025
Q1 		$44.1K Hold
91
– – 0.01% 239
2024
Q4 		$48.5K Hold
91
– – 0.01% 225
2024
Q3 		$42.8K Sell
91
-2
-2% -$868 0.01% 246
2024
Q2 		$39.7K Hold
93
– – 0.01% 252
2024
Q1 		$40.8K Hold
93
– – 0.01% 236
2023
Q4 		$35.3K Buy
93
+1
+1% +$343 0.01% 236
2023
Q3 		$30.3K Sell
92
-6
-6% -$2.05K 0.01% 242
2023
Q2 		$32.6K Buy
98
+2
+2% +$615 0.01% 221
2023
Q1 		$29.4K Sell
96
-6
-6% -$1.97K 0.01% 234
2022
Q4 		$31.8K Buy
102
+33
+48% +$10.1K 0.01% 224
2022
Q3 		$17K Buy
69
+13
+23% +$3.42K 0.01% 285
2022
Q2 		$13K Buy
+56
New +$15K ﹤0.01% 354
2021
Q4 		$24K Hold
78
– – 0.01% 271
2021
Q3 		$21K Buy
+78
New +$20.4K 0.01% 271

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

Bell Investment Advisors's AMP Position: Q2 2026 in Review

Bell Investment Advisors increased its Ameriprise Financial (AMP) stake by 129% in Q2 2026, buying an estimated $53.6K and bringing the position to 208 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #193.

Bell Investment Advisors first reported a position in AMP in Q3 2021 and has held it in 19 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bell Investment Advisors held 208 shares of Ameriprise Financial worth $95.4K as of Q2 2026.
  • Bell Investment Advisors bought 117 Ameriprise Financial shares in Q2 2026, an estimated $53.6K.
  • Ameriprise Financial made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #193 holding.
  • Bell Investment Advisors first reported a position in Ameriprise Financial in Q3 2021 and has held it in 19 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.