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Capital Advisors Ltd’s Ameriprise Financial AMP Stock Holding History

Capital Advisors Ltd’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 		$11K Buy
25
+5
+25% +$2.29K ﹤0.01% 833
2026
Q1 		$9K Hold
20
– – ﹤0.01% 841
2025
Q4 		$10K Hold
20
– – ﹤0.01% 801
2025
Q3 		$10K Hold
20
– – ﹤0.01% 794
2025
Q2 		$11K Buy
20
+2
+11% +$988 ﹤0.01% 760
2025
Q1 		$9K Hold
18
– – ﹤0.01% 786
2024
Q4 		$10K Hold
18
– – ﹤0.01% 771
2024
Q3 		$8K Hold
18
– – ﹤0.01% 810
2024
Q2 		$8K Sell
18
-1
-5% -$427 ﹤0.01% 791
2024
Q1 		$8K Buy
19
+2
+12% +$801 ﹤0.01% 754
2023
Q4 		$6K Hold
17
– – ﹤0.01% 778
2023
Q3 		$6K Hold
17
– – ﹤0.01% 756
2023
Q2 		$6K Hold
17
– – ﹤0.01% 775
2023
Q1 		$5K Hold
17
– – ﹤0.01% 659
2022
Q4 		$5K Sell
17
-8
-32% -$2.44K ﹤0.01% 642
2022
Q3 		$6K Buy
+25
New +$6.58K ﹤0.01% 594
2022
Q2 		– Sell
-3
Closed -$1K – 984
2022
Q1 		$1K Buy
3
+2
+200% +$605 ﹤0.01% 669
2021
Q4 		$0 Buy
+1
New +$296 ﹤0.01% 802
2019
Q3 		– Sell
-243
Closed -$35K – 401
2019
Q2 		$35K Buy
+243
New +$35.1K 0.01% 303

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

Capital Advisors Ltd's AMP Position: Q2 2026 in Review

Capital Advisors Ltd increased its Ameriprise Financial (AMP) stake by 25% in Q2 2026, buying an estimated $2.29K and bringing the position to 25 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Capital Advisors Ltd first reported a position in AMP in Q2 2019 and has held it in 19 quarters since. The position peaked at $35K in Q2 2019. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Capital Advisors Ltd held 25 shares of Ameriprise Financial worth $11K as of Q2 2026.
  • Capital Advisors Ltd bought 5 Ameriprise Financial shares in Q2 2026, an estimated $2.29K.
  • Ameriprise Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #833 holding.
  • Capital Advisors Ltd first reported a position in Ameriprise Financial in Q2 2019 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Ameriprise Financial position peaked at $35K in Q2 2019.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.