BOK Financial Private Wealth’s Ameriprise Financial AMP Stock Holding History

BOK Financial Private Wealth’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	$1.38K	Buy	+3	New	+$1.38K	﹤0.01%	661
2025 Q3	–	Sell	-12	Closed	-$6.41K	–	384
2025 Q2	$6.41K	Sell	12 -30	-71%	-$14.8K	﹤0.01%	384
2025 Q1	$20.3K	Buy	42 +40	+2,000%	+$21K	﹤0.01%	340
2024 Q4	$1.06K	Buy	+2	New	+$1.07K	﹤0.01%	502
2023 Q2	–	Sell	-7	Closed	-$2.15K	–	363
2023 Q1	$2.15K	Buy	+7	New	+$2.29K	﹤0.01%	418
2022 Q2	–	Sell	-844	Closed	-$254K	–	374
2022 Q1	$254K	Buy	844 +125	+17%	+$37.8K	0.02%	265
2021 Q4	$217K	Sell	719 -43	-6%	-$12.7K	0.02%	282
2021 Q3	$201K	Buy	+762	New	+$199K	0.02%	235

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BOK Financial Private Wealth's AMP Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Ameriprise Financial (AMP) in Q2 2026: 3 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in AMP as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in AMP in Q3 2021 and has held it in 8 quarters since. The position peaked at $254K in Q1 2022. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

BOK Financial Private Wealth held 3 shares of Ameriprise Financial worth $1.38K as of Q2 2026.
Ameriprise Financial was a new BOK Financial Private Wealth position in Q2 2026.
Ameriprise Financial made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #661 holding.
BOK Financial Private Wealth first reported a position in Ameriprise Financial in Q3 2021 and has held it in 8 quarters since.
BOK Financial Private Wealth's Ameriprise Financial position peaked at $254K in Q1 2022.
1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.