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Cascade Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Cascade Investment Advisors’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 		$1.1M Buy
+2,405
New +$1.1M 0.6% 80
2023
Q2 		– Sell
-25
Closed -$7.66K – 115
2023
Q1 		$7.66K Buy
+25
New +$8.19K 0.01% 218
2022
Q3 		– Sell
-25
Closed -$5.94K – 109
2022
Q2 		$5.94K Hold
25
– – ﹤0.01% 229
2022
Q1 		$7.51K Buy
+25
New +$7.56K ﹤0.01% 243

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

Cascade Investment Advisors's AMP Position: Q2 2026 in Review

Cascade Investment Advisors opened a new position in Ameriprise Financial (AMP) in Q2 2026: 2,405 shares worth $1.1M. The stake represents 0.6% of the portfolio and ranks #80 among its holdings. This is a return to the name: Cascade Investment Advisors previously reported a position in AMP as recently as Q1 2023.

Cascade Investment Advisors first reported a position in AMP in Q1 2022 and has held it in 4 quarters since. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Cascade Investment Advisors held 2,405 shares of Ameriprise Financial worth $1.1M as of Q2 2026.
  • Ameriprise Financial was a new Cascade Investment Advisors position in Q2 2026.
  • Ameriprise Financial made up 0.6% of Cascade Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Cascade Investment Advisors first reported a position in Ameriprise Financial in Q1 2022 and has held it in 4 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.