Capstone Investment Advisors
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Capstone Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Capstone Investment 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
Q1 		$635K Buy
1,430
+511
+56% +$246K ﹤0.01% 1034
2025
Q4 		$451K Sell
919
-213
-19% -$101K ﹤0.01% 1181
2025
Q3 		$556K Buy
1,132
+712
+170% +$365K ﹤0.01% 1313
2025
Q2 		$224K Buy
+420
New +$208K ﹤0.01% 1499
2025
Q1 		– Sell
-1,849
Closed -$984K – 1348
2024
Q4 		$984K Buy
1,849
+272
+17% +$145K ﹤0.01% 1075
2024
Q3 		$741K Sell
1,577
-592
-27% -$257K ﹤0.01% 1077
2024
Q2 		$927K Sell
2,169
-1,159
-35% -$495K ﹤0.01% 1017
2024
Q1 		$1.46M Buy
3,328
+1,953
+142% +$782K 0.01% 939
2023
Q4 		$522K Buy
1,375
+772
+128% +$265K ﹤0.01% 1319
2023
Q3 		$199K Sell
603
-566
-48% -$193K ﹤0.01% 1816
2023
Q2 		$388K Sell
1,169
-590
-34% -$181K ﹤0.01% 1272
2023
Q1 		$539K Buy
+1,759
New +$576K ﹤0.01% 982
2022
Q4 		– Sell
-2,648
Closed -$667K – 1511
2022
Q3 		$667K Buy
2,648
+2,647
+264,700% +$696K ﹤0.01% 1170
2022
Q2 		$0 Sell
1
-829
-100% -$222K ﹤0.01% 1808
2022
Q1 		$249K Buy
+830
New +$251K ﹤0.01% 1623
2021
Q1 		– Sell
-1,248
Closed -$270K – 1657
2020
Q4 		$243K Buy
+1,248
New +$223K ﹤0.01% 1420
2017
Q4 		– Sell
-3,000
Closed -$445K – 494
2017
Q3 		$445K Sell
3,000
-39,600
-93% -$5.53M 0.02% 324
2017
Q2 		$5.42M Buy
+42,600
New +$5.41M 0.15% 121
2016
Q2 		– Sell
-20,236
Closed -$1.9M – 683
2016
Q1 		$1.9M Buy
20,236
+8,536
+73% +$765K 0.06% 198
2015
Q4 		$1.25M Buy
11,700
+7,010
+149% +$783K 0.03% 221
2015
Q3 		$511K Buy
+4,690
New +$553K 0.01% 273
2013
Q4 		– Sell
-4,888
Closed -$505K – 477
2013
Q3 		$445K Buy
+4,888
New +$432K ﹤0.01% 470

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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 $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Capstone Investment Advisors's AMP Position: Q1 2026 in Review

Capstone Investment Advisors increased its Ameriprise Financial (AMP) stake by 56% in Q1 2026, buying an estimated $246K and bringing the position to 1,430 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Capstone Investment Advisors first reported a position in AMP in Q3 2013 and has held it in 22 quarters since. The position peaked at $5.42M in Q2 2017. 1,387 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Capstone Investment Advisors held 1,430 shares of Ameriprise Financial worth $635K as of Q1 2026.
  • Capstone Investment Advisors bought 511 Ameriprise Financial shares in Q1 2026, an estimated $246K.
  • Ameriprise Financial made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1034 holding.
  • Capstone Investment Advisors first reported a position in Ameriprise Financial in Q3 2013 and has held it in 22 quarters since.
  • Capstone Investment Advisors's Ameriprise Financial position peaked at $5.42M in Q2 2017.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.