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Capital Performance Advisors’s Ameriprise Financial AMP Stock Holding History

Capital Performance Advisors’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 		– Sell
-582
Closed -$258K – 325
2026
Q1 		$258K Buy
582
+35
+6% +$16.9K 0.02% 365
2025
Q4 		$268K Buy
+547
New +$260K 0.02% 343
2024
Q4 		– Sell
-25
Closed -$11.7K – 293
2024
Q3 		$11.7K Buy
+25
New +$10.8K ﹤0.01% 775

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 Performance Advisors's AMP Position: Q2 2026 in Review

Capital Performance Advisors sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 582 shares — an estimated $258K sold.

Capital Performance Advisors first reported a position in AMP in Q3 2024 and held it in 3 quarters. The position peaked at $268K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Capital Performance Advisors reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 582 Ameriprise Financial shares in Q2 2026, an estimated $258K.
  • Capital Performance Advisors first reported a position in Ameriprise Financial in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Ameriprise Financial position peaked at $268K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.