CG
AMP icon

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
Q2 		$2.77M Sell
6,037
-687
-10% -$315K 0.05% 298
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 $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

Caprock Group's AMP Position: Q2 2026 in Review

Caprock Group reduced its Ameriprise Financial (AMP) stake by 10% in Q2 2026, selling an estimated $315K and leaving 6,037 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #298.

Caprock Group first reported a position in AMP in Q3 2017 and has held it in 25 quarters since. The position peaked at $3.19M in Q4 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Caprock Group held 6,037 shares of Ameriprise Financial worth $2.77M as of Q2 2026.
  • Caprock Group sold 687 Ameriprise Financial shares in Q2 2026, an estimated $315K.
  • Ameriprise Financial made up 0.05% of Caprock Group's portfolio in Q2 2026, its #298 holding.
  • Caprock Group first reported a position in Ameriprise Financial in Q3 2017 and has held it in 25 quarters since.
  • Caprock Group's Ameriprise Financial position peaked at $3.19M in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.