Caldwell Sutter Capital’s Ameriprise Financial AMP Stock Holding History

Caldwell Sutter Capital’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	$196K	Sell	428 -344	-45%	-$158K	0.07%	224
2026 Q1	$343K	Hold	772	–	–	0.14%	154
2025 Q4	$379K	Hold	772	–	–	0.16%	141
2025 Q3	$379K	Hold	772	–	–	0.16%	142
2025 Q2	$412K	Hold	772	–	–	0.19%	124
2025 Q1	$374K	Hold	772	–	–	0.18%	133
2024 Q4	$411K	Hold	772	–	–	0.19%	124
2024 Q3	$363K	Hold	772	–	–	0.17%	138
2024 Q2	$330K	Hold	772	–	–	0.16%	142
2024 Q1	$338K	Hold	772	–	–	0.16%	140
2023 Q4	$293K	Hold	772	–	–	0.15%	143
2023 Q3	$255K	Hold	772	–	–	0.14%	148
2023 Q2	$256K	Buy	+772	New	+$237K	0.13%	149

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

Caldwell Sutter Capital's AMP Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Ameriprise Financial (AMP) stake by 45% in Q2 2026, selling an estimated $158K and leaving 428 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #224.

Caldwell Sutter Capital first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $412K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Caldwell Sutter Capital held 428 shares of Ameriprise Financial worth $196K as of Q2 2026.
Caldwell Sutter Capital sold 344 Ameriprise Financial shares in Q2 2026, an estimated $158K.
Ameriprise Financial made up 0.07% of Caldwell Sutter Capital's portfolio in Q2 2026, its #224 holding.
Caldwell Sutter Capital first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Ameriprise Financial position peaked at $412K in Q2 2025.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.