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
-2,600
Closed -$1.38M – 1349
2024
Q4 		$1.38M Buy
2,600
+2,300
+767% +$1.23M ﹤0.01% 960
2024
Q3 		$141K Sell
300
-100
-25% -$43.4K ﹤0.01% 1663
2024
Q2 		$171K Buy
400
+100
+33% +$42.7K ﹤0.01% 1802
2024
Q1 		$132K Sell
300
-4,800
-94% -$1.92M ﹤0.01% 2096
2023
Q4 		$1.94M Buy
5,100
+2,500
+96% +$857K 0.01% 811
2023
Q3 		$857K Sell
2,600
-2,300
-47% -$785K ﹤0.01% 1042
2023
Q2 		$1.63M Buy
4,900
+600
+14% +$184K 0.01% 703
2023
Q1 		$1.32M Buy
+4,300
New +$1.41M 0.01% 711
2022
Q4 		– Sell
-8,300
Closed -$2.09M – 1512
2022
Q3 		$2.09M Sell
8,300
-500
-6% -$132K 0.01% 730
2022
Q2 		$2.09M Sell
8,800
-45,400
-84% -$12.2M 0.01% 740
2022
Q1 		$16.3M Buy
54,200
+23,600
+77% +$7.14M 0.04% 308
2021
Q4 		$9.23M Sell
30,600
-12,300
-29% -$3.64M 0.02% 635
2021
Q3 		$11.3M Buy
42,900
+12,400
+41% +$3.24M 0.02% 582
2021
Q2 		$7.59M Buy
30,500
+5,300
+21% +$1.34M 0.02% 608
2021
Q1 		$5.86M Buy
25,200
+11,500
+84% +$2.49M 0.02% 604
2020
Q4 		$2.66M Sell
13,700
-300
-2% -$53.7K 0.01% 793
2020
Q3 		$2.16M Buy
14,000
+5,200
+59% +$801K 0.01% 780
2020
Q2 		$1.32M Buy
+8,800
New +$1.13M 0.01% 833
2019
Q4 		– Sell
-10,100
Closed -$1.49M – 1375
2019
Q3 		$1.49M Sell
10,100
-2,500
-20% -$350K 0.01% 806
2019
Q2 		$1.83M Buy
12,600
+600
+5% +$86.7K 0.01% 767
2019
Q1 		$1.54M Buy
12,000
+8,900
+287% +$1.1M 0.01% 690
2018
Q4 		$324K Buy
+3,100
New +$389K ﹤0.01% 920
2013
Q4 		– Sell
-30,000
Closed -$2.73M – 478
2013
Q3 		$2.73M Buy
+30,000
New +$2.65M 0.03% 294

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.