BGAI
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Bruce G. Allen Investments’s Ameriprise Financial AMP Stock Holding History

Bruce G. Allen Investments’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 		$20.2K Hold
44
– – 0.01% 412
2026
Q1 		$19.6K Buy
44
+20
+83% +$9.64K 0.01% 406
2025
Q4 		$11.8K Hold
24
– – 0.01% 455
2025
Q3 		$11.8K Hold
24
– – 0.01% 459
2025
Q2 		$12.8K Sell
24
-9
-27% -$4.45K 0.01% 444
2025
Q1 		$16K Buy
33
+9
+38% +$4.72K 0.01% 408
2024
Q4 		$12.8K Sell
24
-1
-4% -$534 0.01% 445
2024
Q3 		$11.7K Hold
25
– – 0.01% 461
2024
Q2 		$10.7K Hold
25
– – 0.01% 456
2024
Q1 		$11K Sell
25
-4
-14% -$1.6K 0.01% 458
2023
Q4 		$11K Buy
+29
New +$9.94K 0.01% 463

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

Bruce G. Allen Investments's AMP Position: Q2 2026 in Review

Bruce G. Allen Investments held its Ameriprise Financial (AMP) position steady in Q2 2026 at 44 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #412.

Bruce G. Allen Investments first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Bruce G. Allen Investments held 44 shares of Ameriprise Financial worth $20.2K as of Q2 2026.
  • Bruce G. Allen Investments left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #412 holding.
  • Bruce G. Allen Investments first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.