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Cary Street Partners Investment Advisory’s Ameriprise Financial AMP Stock Holding History

Cary Street Partners Investment Advisory’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 		$194K Sell
422
-364
-46% -$167K 0.04% 380
2026
Q1 		$349K Buy
786
+35
+5% +$16.9K 0.09% 245
2025
Q4 		$368K Buy
751
+16
+2% +$7.59K 0.1% 209
2025
Q3 		$361K Sell
735
-12
-2% -$6.15K 0.15% 153
2025
Q2 		$399K Buy
747
+14
+2% +$6.92K 0.19% 122
2025
Q1 		$355K Buy
733
+8
+1% +$4.2K 0.2% 128
2024
Q4 		$386K Sell
725
-1,524
-68% -$813K 0.25% 104
2024
Q3 		$1.06M Buy
2,249
+58
+3% +$25.2K 0.04% 358
2024
Q2 		$936K Buy
2,191
+24
+1% +$10.3K 0.04% 351
2024
Q1 		$950K Sell
2,167
-167
-7% -$66.9K 0.04% 348
2023
Q4 		$887K Buy
2,334
+561
+32% +$192K 0.04% 333
2023
Q3 		$585K Buy
1,773
+303
+21% +$103K 0.03% 372
2023
Q2 		$488K Buy
1,470
+806
+121% +$248K 0.03% 364
2023
Q1 		$204K Sell
664
-10
-1% -$3.28K 0.01% 465
2022
Q4 		$210K Buy
+674
New +$206K 0.02% 463
2022
Q3 		– Sell
-666
Closed -$158K – 507
2022
Q2 		$158K Buy
+666
New +$178K 0.01% 456

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cary Street Partners Investment Advisory's AMP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Ameriprise Financial (AMP) stake by 46% in Q2 2026, selling an estimated $167K and leaving 422 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #380.

Cary Street Partners Investment Advisory first reported a position in AMP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 422 shares of Ameriprise Financial worth $194K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 364 Ameriprise Financial shares in Q2 2026, an estimated $167K.
  • Ameriprise Financial made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #380 holding.
  • Cary Street Partners Investment Advisory first reported a position in Ameriprise Financial in Q2 2022 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's Ameriprise Financial position peaked at $1.06M in Q3 2024.
  • 1,115 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.