CAPTRUST Financial Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $85.8M | Buy |
192,997
+2,600
| +1% | +$1.25M | 0.15% | 129 |
|
|
2025
Q4 | $93.4M | Buy |
190,397
+4,546
| +2% | +$2.16M | 0.18% | 110 |
|
|
2025
Q3 | $91.3M | Buy |
185,851
+9,841
| +6% | +$5.04M | 0.19% | 105 |
|
|
2025
Q2 | $93.9M | Buy |
176,010
+6,045
| +4% | +$2.99M | 0.21% | 93 |
|
|
2025
Q1 | $82.3M | Buy |
169,965
+10,760
| +7% | +$5.64M | 0.21% | 97 |
|
|
2024
Q4 | $84.8M | Buy |
159,205
+6,902
| +5% | +$3.68M | 0.24% | 86 |
|
|
2024
Q3 | $71.6M | Sell |
152,303
-438
| -0.3% | -$190K | 0.21% | 99 |
|
|
2024
Q2 | $65.2M | Buy |
152,741
+9,846
| +7% | +$4.21M | 0.21% | 99 |
|
|
2024
Q1 | $62.7M | Buy |
142,895
+89,679
| +169% | +$35.9M | 0.23% | 97 |
|
|
2023
Q4 | $20.2M | Buy |
53,216
+316
| +0.6% | +$108K | 0.07% | 236 |
|
|
2023
Q3 | $17.4M | Buy |
52,900
+253
| +0.5% | +$86.3K | 0.07% | 236 |
|
|
2023
Q2 | $17.5M | Buy |
52,647
+3,815
| +8% | +$1.17M | 0.07% | 219 |
|
|
2023
Q1 | $15M | Buy |
48,832
+1,980
| +4% | +$649K | 0.07% | 221 |
|
|
2022
Q4 | $14.6M | Buy |
46,852
+2,821
| +6% | +$860K | 0.07% | 219 |
|
|
2022
Q3 | $11.1M | Buy |
44,031
+10,095
| +30% | +$2.66M | 0.06% | 243 |
|
|
2022
Q2 | $8.07M | Sell |
33,936
-3,209
| -9% | -$860K | 0.05% | 283 |
|
|
2022
Q1 | $11.2M | Buy |
37,145
+15,739
| +74% | +$4.76M | 0.07% | 225 |
|
|
2021
Q4 | $6.46M | Buy |
21,406
+10,548
| +97% | +$3.12M | 0.04% | 309 |
|
|
2021
Q3 | $2.87M | Buy |
10,858
+278
| +3% | +$72.7K | 0.02% | 435 |
|
|
2021
Q2 | $2.63M | Buy |
10,580
+754
| +8% | +$190K | 0.02% | 427 |
|
|
2021
Q1 | $2.28M | Buy |
9,826
+2,135
| +28% | +$462K | 0.02% | 433 |
|
|
2020
Q4 | $1.5M | Buy |
7,691
+566
| +8% | +$101K | 0.02% | 473 |
|
|
2020
Q3 | $1.11M | Buy |
7,125
+7
| +0.1% | +$1.08K | 0.02% | 486 |
|
|
2020
Q2 | $1.04M | Buy |
7,118
+340
| +5% | +$43.6K | 0.02% | 490 |
|
|
2020
Q1 | $639K | Sell |
6,778
-49
| -0.7% | -$7.26K | 0.01% | 526 |
|
|
2019
Q4 | $1.16M | Buy |
6,827
+1,858
| +37% | +$288K | 0.02% | 478 |
|
|
2019
Q3 | $731K | Sell |
4,969
-324
| -6% | -$45.4K | 0.03% | 350 |
|
|
2019
Q2 | $768K | Sell |
5,293
-15
| -0.3% | -$2.17K | 0.03% | 330 |
|
|
2019
Q1 | $680K | Buy |
5,308
+1,218
| +30% | +$151K | 0.03% | 316 |
|
|
2018
Q4 | $427K | Buy |
4,090
+14
| +0.3% | +$1.76K | 0.02% | 326 |
|
|
2018
Q3 | $602K | Sell |
4,076
-292
| -7% | -$41.8K | 0.03% | 281 |
|
|
2018
Q2 | $611K | Buy |
4,368
+397
| +10% | +$56.3K | 0.03% | 232 |
|
|
2018
Q1 | $567K | Sell |
3,971
-168
| -4% | -$27.4K | 0.04% | 220 |
|
|
2017
Q4 | $701K | Buy |
4,139
+437
| +12% | +$70K | 0.04% | 204 |
|
|
2017
Q3 | $580K | Buy |
+3,702
| New | +$517K | 0.04% | 157 |
|
Other funds holding AMP
VCM
VPM
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CAPTRUST Financial Advisors's AMP Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Ameriprise Financial (AMP) stake by 1.4% in Q1 2026, buying an estimated $1.25M and bringing the position to 192,997 shares worth $85.8M. The position accounts for 0.15% of the portfolio, ranked #129.
CAPTRUST Financial Advisors first reported a position in AMP in Q3 2017 and has held it in 35 quarters since. The position peaked at $93.9M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- CAPTRUST Financial Advisors held 192,997 shares of Ameriprise Financial worth $85.8M as of Q1 2026.
- CAPTRUST Financial Advisors bought 2,600 Ameriprise Financial shares in Q1 2026, an estimated $1.25M.
- Ameriprise Financial made up 0.15% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #129 holding.
- CAPTRUST Financial Advisors first reported a position in Ameriprise Financial in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Ameriprise Financial position peaked at $93.9M in Q2 2025.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.