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
2025
Q1 		– Sell
-800
Closed -$426K – 1347
2024
Q4 		$426K Buy
800
+100
+14% +$53.4K ﹤0.01% 1361
2024
Q3 		$329K Buy
700
+300
+75% +$130K ﹤0.01% 1378
2024
Q2 		$171K Buy
400
+200
+100% +$85.4K ﹤0.01% 1801
2024
Q1 		$87.7K Sell
200
-1,000
-83% -$400K ﹤0.01% 2151
2023
Q4 		$456K Buy
1,200
+900
+300% +$309K ﹤0.01% 1388
2023
Q3 		$98.9K Sell
300
-300
-50% -$102K ﹤0.01% 1958
2023
Q2 		$199K Hold
600
– – ﹤0.01% 1552
2023
Q1 		$184K Buy
+600
New +$197K ﹤0.01% 1279
2022
Q4 		– Sell
-1,700
Closed -$428K – 1510
2022
Q3 		$428K Sell
1,700
-300
-15% -$78.9K ﹤0.01% 1324
2022
Q2 		$475K Sell
2,000
-9,800
-83% -$2.63M ﹤0.01% 1263
2022
Q1 		$3.54M Buy
11,800
+6,800
+136% +$2.06M 0.01% 822
2021
Q4 		$1.51M Sell
5,000
-2,500
-33% -$739K ﹤0.01% 1187
2021
Q3 		$1.98M Buy
7,500
+2,900
+63% +$759K ﹤0.01% 1199
2021
Q2 		$1.15M Sell
4,600
-500
-10% -$126K ﹤0.01% 1178
2021
Q1 		$1.19M Buy
5,100
+2,900
+132% +$627K ﹤0.01% 1064
2020
Q4 		$428K Sell
2,200
-5,400
-71% -$967K ﹤0.01% 1291
2020
Q3 		$1.17M Buy
7,600
+2,900
+62% +$447K 0.01% 970
2020
Q2 		$705K Buy
+4,700
New +$603K ﹤0.01% 1003
2019
Q4 		– Sell
-4,300
Closed -$633K – 1374
2019
Q3 		$633K Sell
4,300
-1,000
-19% -$140K ﹤0.01% 1035
2019
Q2 		$769K Hold
5,300
– – 0.01% 1015
2019
Q1 		$679K Buy
5,300
+4,400
+489% +$546K 0.01% 922
2018
Q4 		$94K Buy
+900
New +$113K ﹤0.01% 1130
2014
Q1 		– Sell
-30,000
Closed -$3.45M – 376
2013
Q4 		$3.45M Hold
30,000
– – 0.04% 253
2013
Q3 		$2.73M Buy
+30,000
New +$2.65M 0.03% 293

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.66T AUM 25.57% 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.