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Birchbrook’s Ameriprise Financial AMP Stock Holding History

Birchbrook’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 		$15.6K Hold
34
– – 0.01% 186
2026
Q1 		$15.1K Hold
34
– – 0.01% 179
2025
Q4 		$16.7K Hold
34
– – 0.01% 185
2025
Q3 		$16.7K Hold
34
– – 0.01% 170
2025
Q2 		$18.1K Hold
34
– – 0.01% 166
2025
Q1 		$16.5K Hold
34
– – 0.01% 166
2024
Q4 		$18.1K Sell
34
-26
-43% -$13.9K 0.01% 170
2024
Q3 		$28.2K Hold
60
– – 0.02% 137
2024
Q2 		$25.6K Hold
60
– – 0.02% 149
2024
Q1 		$26.3K Hold
60
– – 0.02% 151
2023
Q4 		$22.8K Buy
+60
New +$20.6K 0.02% 156

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

Birchbrook's AMP Position: Q2 2026 in Review

Birchbrook held its Ameriprise Financial (AMP) position steady in Q2 2026 at 34 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #186.

Birchbrook first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.2K in Q3 2024. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Birchbrook held 34 shares of Ameriprise Financial worth $15.6K as of Q2 2026.
  • Birchbrook left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Birchbrook's portfolio in Q2 2026, its #186 holding.
  • Birchbrook first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Ameriprise Financial position peaked at $28.2K in Q3 2024.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.