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Cape Investment Advisory’s Ameriprise Financial AMP Stock Holding History

Cape Investment Advisory’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
Q3 		$492 Hold
1
– – ﹤0.01% 1410
2026
Q2 		$459 Buy
+1
New +$458 ﹤0.01% 1392
2025
Q3 		– Sell
-4
Closed -$2.13K – 867
2025
Q2 		$2.13K Hold
4
– – ﹤0.01% 930
2025
Q1 		$1.94K Hold
4
– – ﹤0.01% 897
2024
Q4 		$2.13K Hold
4
– – ﹤0.01% 870
2024
Q3 		$1.88K Hold
4
– – ﹤0.01% 832
2024
Q2 		$1.71K Hold
4
– – ﹤0.01% 801
2024
Q1 		$1.75K Hold
4
– – ﹤0.01% 783
2023
Q4 		$1.52K Hold
4
– – ﹤0.01% 962
2023
Q3 		$1.32K Hold
4
– – ﹤0.01% 824
2023
Q2 		$1.33K Hold
4
– – ﹤0.01% 810
2023
Q1 		$1.23K Buy
+4
New +$1.31K ﹤0.01% 862

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cape Investment Advisory's AMP Position: Q3 2026 in Review

Cape Investment Advisory held its Ameriprise Financial (AMP) position steady in Q3 2026 at 1 share worth $492. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Cape Investment Advisory first reported a position in AMP in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.13K in Q2 2025. 108 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Cape Investment Advisory held 1 share of Ameriprise Financial worth $492 as of Q3 2026.
  • Cape Investment Advisory left its Ameriprise Financial share count unchanged in Q3 2026.
  • Ameriprise Financial made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1410 holding.
  • Cape Investment Advisory first reported a position in Ameriprise Financial in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Ameriprise Financial position peaked at $2.13K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.