Cascade Financial Partners’s Ameriprise Financial AMP Stock Holding History

Cascade Financial Partners’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	$254K	Buy	554 +1	+0.2%	+$458	0.02%	247
2026 Q1	$246K	Hold	553	–	–	0.03%	231
2025 Q4	$271K	Hold	553	–	–	0.03%	223
2025 Q3	$272K	Hold	553	–	–	0.03%	214
2025 Q2	$295K	Hold	553	–	–	0.04%	206
2025 Q1	$268K	Hold	553	–	–	0.03%	206
2024 Q4	$294K	Hold	553	–	–	0.04%	189
2024 Q3	$287K	Hold	553	–	–	0.04%	190
2024 Q2	$236K	Hold	553	–	–	0.03%	205
2024 Q1	$229K	Buy	+553	New	+$221K	0.03%	210

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cascade Financial Partners's AMP Position: Q2 2026 in Review

Cascade Financial Partners increased its Ameriprise Financial (AMP) stake by 0.18% in Q2 2026, buying an estimated $458 and bringing the position to 554 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #247.

Cascade Financial Partners first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $295K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Cascade Financial Partners held 554 shares of Ameriprise Financial worth $254K as of Q2 2026.
Cascade Financial Partners bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
Ameriprise Financial made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #247 holding.
Cascade Financial Partners first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Ameriprise Financial position peaked at $295K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.