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Burney Company’s Ameriprise Financial AMP Stock Holding History

Burney Company’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 		$3.87M Sell
8,438
-2,636
-24% -$1.21M 0.1% 163
2026
Q1 		$4.92M Buy
11,074
+1,888
+21% +$910K 0.15% 116
2025
Q4 		$4.5M Sell
9,186
-81
-0.9% -$38.4K 0.14% 146
2025
Q3 		$4.55M Buy
9,267
+142
+2% +$72.8K 0.14% 145
2025
Q2 		$4.87M Buy
9,125
+275
+3% +$136K 0.16% 134
2025
Q1 		$4.28M Sell
8,850
-162
-2% -$85K 0.16% 133
2024
Q4 		$4.8M Sell
9,012
-852
-9% -$455K 0.17% 132
2024
Q3 		$4.63M Sell
9,864
-241
-2% -$105K 0.16% 138
2024
Q2 		$4.32M Buy
10,105
+1,068
+12% +$456K 0.16% 146
2024
Q1 		$3.96M Buy
9,037
+756
+9% +$303K 0.15% 160
2023
Q4 		$3.15M Buy
8,281
+1,427
+21% +$489K 0.13% 178
2023
Q3 		$2.26M Buy
6,854
+97
+1% +$33.1K 0.11% 210
2023
Q2 		$2.24M Buy
6,757
+410
+6% +$126K 0.1% 218
2023
Q1 		$1.95M Buy
6,347
+1,326
+26% +$434K 0.1% 225
2022
Q4 		$1.56M Buy
5,021
+22
+0.4% +$6.71K 0.08% 237
2022
Q3 		$1.26M Buy
4,999
+518
+12% +$136K 0.07% 266
2022
Q2 		$1.06M Sell
4,481
-578
-11% -$155K 0.06% 290
2022
Q1 		$1.52M Sell
5,059
-1,023
-17% -$309K 0.07% 276
2021
Q4 		$1.83M Buy
6,082
+15
+0.2% +$4.44K 0.08% 252
2021
Q3 		$1.6M Buy
6,067
+58
+1% +$15.2K 0.08% 247
2021
Q2 		$1.5M Sell
6,009
-89
-1% -$22.4K 0.07% 270
2021
Q1 		$1.42M Buy
6,098
+369
+6% +$79.8K 0.07% 267
2020
Q4 		$1.11M Sell
5,729
-1,838
-24% -$329K 0.06% 274
2020
Q3 		$1.17M Buy
7,567
+2,787
+58% +$429K 0.07% 262
2020
Q2 		$717K Buy
4,780
+1,467
+44% +$188K 0.05% 302
2020
Q1 		$340K Buy
+3,313
New +$491K 0.03% 339

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

Burney Company's AMP Position: Q2 2026 in Review

Burney Company reduced its Ameriprise Financial (AMP) stake by 24% in Q2 2026, selling an estimated $1.21M and leaving 8,438 shares worth $3.87M. The position accounts for 0.1% of the portfolio, ranked #163.

Burney Company first reported a position in AMP in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.92M in Q1 2026. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Burney Company held 8,438 shares of Ameriprise Financial worth $3.87M as of Q2 2026.
  • Burney Company sold 2,636 Ameriprise Financial shares in Q2 2026, an estimated $1.21M.
  • Ameriprise Financial made up 0.1% of Burney Company's portfolio in Q2 2026, its #163 holding.
  • Burney Company first reported a position in Ameriprise Financial in Q1 2020 and has held it in 26 quarters since.
  • Burney Company's Ameriprise Financial position peaked at $4.92M in Q1 2026.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.