Capital Analysts LLC’s Ameriprise Financial AMP Stock Holding History

Capital Analysts LLC’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 Q1	$204K	Hold	460	–	–	0.01%	635
2025 Q4	$225K	Sell	460 -344	-43%	-$163K	0.01%	593
2025 Q3	$395K	Buy	804 +9	+1%	+$4.61K	0.01%	460
2025 Q2	$424K	Hold	795	–	–	0.01%	410
2025 Q1	$385K	Hold	795	–	–	0.01%	412
2024 Q4	$423K	Hold	795	–	–	0.02%	357
2024 Q3	$373K	Buy	795 +200	+34%	+$86.8K	0.02%	368
2024 Q2	$254K	Sell	595 -208	-26%	-$88.9K	0.01%	425
2024 Q1	$352K	Hold	803	–	–	0.02%	363
2023 Q4	$305K	Hold	803	–	–	0.02%	370
2023 Q3	$265K	Hold	803	–	–	0.01%	365
2023 Q2	$267K	Hold	803	–	–	0.01%	347
2023 Q1	$246K	Hold	803	–	–	0.01%	356
2022 Q4	$250K	Hold	803	–	–	0.02%	371
2022 Q3	$202K	Hold	803	–	–	0.01%	349
2022 Q2	$191K	Hold	803	–	–	0.01%	348
2022 Q1	$241K	Buy	803 +100	+14%	+$30.3K	0.02%	324
2021 Q4	$212K	Sell	703 -80	-10%	-$23.7K	0.01%	337
2021 Q3	$207K	Sell	783 -8	-1%	-$2.09K	0.01%	335
2021 Q2	$197K	Hold	791	–	–	0.01%	339
2021 Q1	$184K	Hold	791	–	–	0.01%	355
2020 Q4	$154K	Buy	791 +8	+1%	+$1.43K	0.01%	269
2020 Q3	$121K	Hold	783	–	–	0.01%	290
2020 Q2	$117K	Sell	783 -63	-7%	-$8.08K	0.01%	262
2020 Q1	$87K	Hold	846	–	–	0.01%	270
2019 Q4	$141K	Hold	846	–	–	0.01%	264
2019 Q3	$124K	Hold	846	–	–	0.01%	262
2019 Q2	$123K	Hold	846	–	–	0.01%	258
2019 Q1	$108K	Hold	846	–	–	0.01%	258
2018 Q4	$88K	Hold	846	–	–	0.01%	252
2018 Q3	$125K	Buy	846 +278	+49%	+$39.8K	0.01%	229
2018 Q2	$79K	Hold	568	–	–	0.01%	273
2018 Q1	$84K	Hold	568	–	–	0.01%	256
2017 Q4	$96K	Hold	568	–	–	0.01%	244
2017 Q3	$84K	Hold	568	–	–	0.01%	258
2017 Q2	$72.3K	Hold	568	–	–	0.01%	274
2017 Q1	$73.7K	Hold	568	–	–	0.01%	237
2016 Q4	$63K	Hold	568	–	–	0.01%	256
2016 Q3	$56.7K	Hold	568	–	–	0.01%	253
2016 Q2	$51K	Hold	568	–	–	0.01%	262
2016 Q1	$53.4K	Sell	568 -112	-16%	-$10K	0.01%	263
2015 Q4	$72.4K	Sell	680 -680	-50%	-$76K	0.01%	246
2015 Q3	$148K	Buy	1,360 +680	+100%	+$80.2K	0.03%	200
2015 Q2	$85K	Hold	680	–	–	0.02%	224
2015 Q1	$89K	Hold	680	–	–	0.02%	213
2014 Q4	$89.9K	Hold	680	–	–	0.02%	201
2014 Q3	$83.9K	Hold	680	–	–	0.02%	204
2014 Q2	$81.6K	Hold	680	–	–	0.02%	196
2014 Q1	$74.8K	Hold	680	–	–	0.02%	194
2013 Q4	$78.2K	Hold	680	–	–	0.02%	180
2013 Q3	$61.9K	Buy	680 +240	+55%	+$21.2K	0.02%	189
2013 Q2	$35.6K	Buy	+440	New	+$34.2K	0.01%	208

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Analysts LLC's AMP Position: Q1 2026 in Review

Capital Analysts LLC held its Ameriprise Financial (AMP) position steady in Q1 2026 at 460 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #635.

Capital Analysts LLC first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $424K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Capital Analysts LLC held 460 shares of Ameriprise Financial worth $204K as of Q1 2026.
Capital Analysts LLC left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #635 holding.
Capital Analysts LLC first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
Capital Analysts LLC's Ameriprise Financial position peaked at $424K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.