Bradley Foster & Sargent’s Ameriprise Financial AMP Stock Holding History

Bradley Foster & Sargent’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	$2.26M	Buy	4,933 +197	+4%	+$90.3K	0.03%	225
2026 Q1	$2.1M	Sell	4,736 -12	-0.3%	-$5.78K	0.03%	217
2025 Q4	$2.33M	Sell	4,748 -128	-3%	-$60.7K	0.03%	205
2025 Q3	$2.4M	Sell	4,876 -15	-0.3%	-$7.69K	0.04%	203
2025 Q2	$2.61M	Sell	4,891 -475	-9%	-$235K	0.04%	197
2025 Q1	$2.6M	Sell	5,366 -238	-4%	-$125K	0.04%	183
2024 Q4	$2.98M	Buy	5,604 +254	+5%	+$136K	0.05%	179
2024 Q3	$2.51M	Buy	5,350 +800	+18%	+$347K	0.04%	184
2024 Q2	$1.94M	Sell	4,550 -430	-9%	-$184K	0.04%	198
2024 Q1	$2.18M	Hold	4,980	–	–	0.04%	199
2023 Q4	$1.89M	Buy	4,980 +337	+7%	+$116K	0.04%	206
2023 Q3	$1.54M	Hold	4,643	–	–	0.03%	229
2023 Q2	$1.54M	Buy	4,643 +193	+4%	+$59.3K	0.03%	229
2023 Q1	$1.36M	Sell	4,450 -15	-0.3%	-$4.91K	0.03%	218
2022 Q4	$1.39M	Hold	4,465	–	–	0.03%	213
2022 Q3	$1.13M	Hold	4,465	–	–	0.03%	219
2022 Q2	$1.06M	Sell	4,465 -175	-4%	-$46.9K	0.03%	234
2022 Q1	$1.39M	Buy	4,640 +1,445	+45%	+$437K	0.03%	232
2021 Q4	$964K	Buy	3,195 +390	+14%	+$115K	0.02%	256
2021 Q3	$741K	Hold	2,805	–	–	0.02%	263
2021 Q2	$698K	Hold	2,805	–	–	0.02%	269
2021 Q1	$652K	Sell	2,805 -50	-2%	-$10.8K	0.02%	265
2020 Q4	$555K	Hold	2,855	–	–	0.01%	274
2020 Q3	$440K	Buy	+2,855	New	+$440K	0.01%	264
2020 Q1	$293K	Sell	2,855 -60	-2%	-$8.89K	0.01%	278
2019 Q4	$486K	Buy	2,915 +60	+2%	+$9.3K	0.02%	268
2019 Q3	$420K	Hold	2,855	–	–	0.01%	267
2019 Q2	$414K	Hold	2,855	–	–	0.01%	277
2019 Q1	$366K	Hold	2,855	–	–	0.01%	288
2018 Q4	$298K	Sell	2,855 -885	-24%	-$111K	0.01%	293
2018 Q3	$552K	Hold	3,740	–	–	0.02%	277
2018 Q2	$523K	Hold	3,740	–	–	0.02%	270
2018 Q1	$553K	Sell	3,740 -227	-6%	-$37K	0.02%	262
2017 Q4	$672K	Buy	3,967 +165	+4%	+$26.4K	0.02%	250
2017 Q3	$565K	Buy	3,802 +42	+1%	+$5.86K	0.02%	258
2017 Q2	$479K	Sell	3,760 -9	-0.2%	-$1.14K	0.02%	260
2017 Q1	$489K	Sell	3,769 -42	-1%	-$5.2K	0.02%	259
2016 Q4	$423K	Buy	3,811 +51	+1%	+$5.39K	0.02%	275
2016 Q3	$375K	Hold	3,760	–	–	0.02%	279
2016 Q2	$338K	Sell	3,760 -80	-2%	-$7.73K	0.02%	278
2016 Q1	$361K	Hold	3,840	–	–	0.02%	266
2015 Q4	$409K	Sell	3,840 -258	-6%	-$28.8K	0.02%	257
2015 Q3	$447K	Hold	4,098	–	–	0.02%	252
2015 Q2	$512K	Hold	4,098	–	–	0.02%	258
2015 Q1	$536K	Hold	4,098	–	–	0.02%	252
2014 Q4	$542K	Sell	4,098 -263	-6%	-$33.3K	0.03%	240
2014 Q3	$538K	Buy	4,361 +343	+9%	+$42.1K	0.03%	242
2014 Q2	$482K	Buy	4,018 +258	+7%	+$28.9K	0.02%	249
2014 Q1	$414K	Sell	3,760 -197	-5%	-$21.6K	0.02%	261
2013 Q4	$455K	Buy	3,957 +147	+4%	+$15.2K	0.02%	258
2013 Q3	$347K	Sell	3,810 -95	-2%	-$8.39K	0.02%	264
2013 Q2	$316K	Buy	+3,905	New	+$304K	0.02%	263

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 $3.37T AUM 44.26% 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

Bradley Foster & Sargent's AMP Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Ameriprise Financial (AMP) stake by 4.2% in Q2 2026, buying an estimated $90.3K and bringing the position to 4,933 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #225.

Bradley Foster & Sargent first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.98M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Bradley Foster & Sargent held 4,933 shares of Ameriprise Financial worth $2.26M as of Q2 2026.
Bradley Foster & Sargent bought 197 Ameriprise Financial shares in Q2 2026, an estimated $90.3K.
Ameriprise Financial made up 0.03% of Bradley Foster & Sargent's portfolio in Q2 2026, its #225 holding.
Bradley Foster & Sargent first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
Bradley Foster & Sargent's Ameriprise Financial position peaked at $2.98M in Q4 2024.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.