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Carr Financial Group’s Ameriprise Financial AMP Stock Holding History

Carr Financial Group’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 		$323K Sell
704
-212
-23% -$97.2K 0.07% 147
2026
Q1 		$407K Buy
916
+8
+0.9% +$3.85K 0.11% 110
2025
Q4 		$445K Buy
908
+44
+5% +$20.9K 0.12% 112
2025
Q3 		$424K Buy
864
+53
+7% +$27.2K 0.12% 114
2025
Q2 		$433K Buy
811
+3
+0.4% +$1.48K 0.13% 105
2025
Q1 		$391K Buy
808
+38
+5% +$19.9K 0.13% 109
2024
Q4 		$410K Buy
770
+65
+9% +$34.7K 0.13% 116
2024
Q3 		$331K Hold
705
– – 0.1% 147
2024
Q2 		$301K Buy
705
+57
+9% +$24.4K 0.1% 151
2024
Q1 		$284K Hold
648
– – 0.09% 151
2023
Q4 		$246K Sell
648
-648
-50% -$222K 0.09% 151
2023
Q3 		$435K Hold
1,296
– – 0.17% 95
2023
Q2 		$430K Hold
1,296
– – 0.17% 98
2023
Q1 		$397K Hold
1,296
– – 0.18% 104
2022
Q4 		$404K Buy
+1,296
New +$395K 0.21% 98

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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 $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Carr Financial Group's AMP Position: Q2 2026 in Review

Carr Financial Group reduced its Ameriprise Financial (AMP) stake by 23% in Q2 2026, selling an estimated $97.2K and leaving 704 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #147.

Carr Financial Group first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Carr Financial Group held 704 shares of Ameriprise Financial worth $323K as of Q2 2026.
  • Carr Financial Group sold 212 Ameriprise Financial shares in Q2 2026, an estimated $97.2K.
  • Ameriprise Financial made up 0.07% of Carr Financial Group's portfolio in Q2 2026, its #147 holding.
  • Carr Financial Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's Ameriprise Financial position peaked at $445K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.