Capstone Wealth Management (Alabama)’s Ameriprise Financial AMP Stock Holding History

Capstone Wealth Management (Alabama)’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	$352K	Buy	+768	New	+$352K	0.16%	95

Other funds holding AMP

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s AMP Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Ameriprise Financial (AMP) in Q2 2026: 768 shares worth $352K. The stake represents 0.16% of the portfolio and ranks #95 among its holdings.

576 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Capstone Wealth Management (Alabama) held 768 shares of Ameriprise Financial worth $352K as of Q2 2026.
Ameriprise Financial was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Ameriprise Financial made up 0.16% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #95 holding.
576 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.