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Caprock Group’s Ameriprise Financial AMP Stock Holding History

Caprock Group’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 		$2.99M Buy
6,724
+228
+4% +$110K 0.07% 236
2025
Q4 		$3.19M Buy
6,496
+1,755
+37% +$833K 0.07% 251
2025
Q3 		$2.44M Buy
+4,741
New +$2.43M 0.06% 296
2025
Q1 		$2.65M Sell
5,467
-435
-7% -$228K 0.08% 221
2024
Q4 		$3.14M Sell
5,902
-118
-2% -$63K 0.1% 175
2024
Q3 		$2.83M Buy
6,020
+15
+0.2% +$6.51K 0.1% 170
2024
Q2 		$2.57M Buy
6,005
+3,694
+160% +$1.58M 0.1% 165
2024
Q1 		$1.01M Buy
2,311
+7
+0.3% +$2.8K 0.06% 240
2023
Q4 		$875K Buy
2,304
+394
+21% +$135K 0.06% 262
2023
Q3 		$630K Buy
1,910
+226
+13% +$77.1K 0.05% 313
2023
Q2 		$560K Buy
1,684
+78
+5% +$24K 0.04% 347
2023
Q1 		$492K Buy
1,606
+228
+17% +$74.7K 0.04% 369
2022
Q4 		$429K Sell
1,378
-19
-1% -$5.79K 0.04% 324
2022
Q3 		$352K Buy
1,397
+42
+3% +$11.1K 0.03% 361
2022
Q2 		$322K Sell
1,355
-45
-3% -$12.1K 0.03% 355
2022
Q1 		$421K Buy
1,400
+35
+3% +$10.6K 0.04% 332
2021
Q4 		$412K Buy
1,365
+248
+22% +$73.4K 0.03% 334
2021
Q3 		$295K Buy
1,117
+54
+5% +$14.1K 0.03% 379
2021
Q2 		$265K Buy
1,063
+32
+3% +$8.07K 0.02% 413
2021
Q1 		$240K Buy
+1,031
New +$223K 0.03% 408
2018
Q3 		– Sell
-1,990
Closed -$278K – 409
2018
Q2 		$278K Sell
1,990
-1
-0.1% -$142 0.06% 304
2018
Q1 		$295K Hold
1,991
– – 0.06% 279
2017
Q4 		$362K Hold
1,991
– – 0.07% 255
2017
Q3 		$296K Buy
+1,991
New +$278K 0.06% 296

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caprock Group's AMP Position: Q1 2026 in Review

Caprock Group increased its Ameriprise Financial (AMP) stake by 3.5% in Q1 2026, buying an estimated $110K and bringing the position to 6,724 shares worth $2.99M. The position accounts for 0.07% of the portfolio, ranked #236.

Caprock Group first reported a position in AMP in Q3 2017 and has held it in 24 quarters since. The position peaked at $3.19M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Caprock Group held 6,724 shares of Ameriprise Financial worth $2.99M as of Q1 2026.
  • Caprock Group bought 228 Ameriprise Financial shares in Q1 2026, an estimated $110K.
  • Ameriprise Financial made up 0.07% of Caprock Group's portfolio in Q1 2026, its #236 holding.
  • Caprock Group first reported a position in Ameriprise Financial in Q3 2017 and has held it in 24 quarters since.
  • Caprock Group's Ameriprise Financial position peaked at $3.19M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.