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Brendel Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Brendel Financial 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 		$1.16M Hold
2,534
– – 0.54% 48
2026
Q1 		$1.13M Sell
2,534
-434
-15% -$209K 0.56% 47
2025
Q4 		$1.46M Buy
2,968
+424
+17% +$201K 0.72% 46
2025
Q3 		$1.25M Hold
2,544
– – 0.64% 46
2025
Q2 		$1.36M Hold
2,544
– – 0.76% 47
2025
Q1 		$1.23M Hold
2,544
– – 0.75% 44
2024
Q4 		$1.35M Hold
2,544
– – 0.82% 42
2024
Q3 		$1.2M Hold
2,544
– – 0.68% 46
2024
Q2 		$1.09M Buy
2,544
+10
+0.4% +$4.27K 0.69% 45
2024
Q1 		$1.11M Hold
2,534
– – 1.27% 27
2023
Q4 		$962K Hold
2,534
– – 0.63% 44
2023
Q3 		$835K Hold
2,534
– – 1.24% 23
2023
Q2 		$842K Hold
2,534
– – 1.27% 23
2023
Q1 		$777K Hold
2,534
– – 0.57% 43
2022
Q4 		$789K Hold
2,534
– – 1.58% 19
2022
Q3 		$638K Hold
2,534
– – 1.51% 19
2022
Q2 		$602K Hold
2,534
– – 0.52% 46
2022
Q1 		$761K Hold
2,534
– – 0.41% 63
2021
Q4 		$764K Hold
2,534
– – 0.4% 61
2021
Q3 		$669K Hold
2,534
– – 0.8% 40
2021
Q2 		$631K Hold
2,534
– – 0.35% 63
2021
Q1 		$589K Hold
2,534
– – 0.39% 59
2020
Q4 		$492K Hold
2,534
– – 0.33% 60
2020
Q3 		$391K Hold
2,534
– – 0.31% 62
2020
Q2 		$380K Hold
2,534
– – 0.33% 66
2020
Q1 		$260K Hold
2,534
– – 0.31% 64
2019
Q4 		$422K Hold
2,534
– – 0.36% 63
2019
Q3 		$373K Hold
2,534
– – 0.34% 64
2019
Q2 		$368K Hold
2,534
– – 0.36% 61
2019
Q1 		$325K Hold
2,534
– – 0.29% 69
2018
Q4 		$264K Buy
+2,534
New +$318K 0.3% 66

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

Brendel Financial Advisors's AMP Position: Q2 2026 in Review

Brendel Financial Advisors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 2,534 shares worth $1.16M. The position accounts for 0.54% of the portfolio, ranked #48.

Brendel Financial Advisors first reported a position in AMP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.46M in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Brendel Financial Advisors held 2,534 shares of Ameriprise Financial worth $1.16M as of Q2 2026.
  • Brendel Financial Advisors left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.54% of Brendel Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Brendel Financial Advisors first reported a position in Ameriprise Financial in Q4 2018 and has held it in 31 quarters since.
  • Brendel Financial Advisors's Ameriprise Financial position peaked at $1.46M in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.