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Castellan Group’s Ameriprise Financial AMP Stock Holding History

Castellan 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
2025
Q2 		– Sell
-10,970
Closed -$5.31M – 36
2025
Q1 		$5.31M Buy
10,970
+5,582
+104% +$2.93M 1.49% 26
2024
Q4 		$2.87M Sell
5,388
-478
-8% -$255K 1.24% 33
2024
Q3 		$2.76M Sell
5,866
-250
-4% -$108K 1.16% 42
2024
Q2 		$2.61M Buy
6,116
+310
+5% +$132K 1.24% 41
2024
Q1 		$2.55M Sell
5,806
-217
-4% -$86.9K 1.3% 39
2023
Q4 		$2.29M Sell
6,023
-1,785
-23% -$612K 1.42% 41
2023
Q3 		$2.57M Buy
7,808
+493
+7% +$168K 1.81% 24
2023
Q2 		$2.43M Buy
7,315
+85
+1% +$26.1K 1.55% 31
2023
Q1 		$2.22M Sell
7,230
-95
-1% -$31.1K 1.51% 40
2022
Q4 		$2.28M Buy
+7,325
New +$2.23M 1.59% 36
2022
Q2 		– Sell
-14,585
Closed -$4.38M – 57
2022
Q1 		$4.38M Buy
14,585
+4,370
+43% +$1.32M 3.04% 3
2021
Q4 		$3.08M Buy
10,215
+3,607
+55% +$1.07M 2.13% 10
2021
Q3 		$1.75M Sell
6,608
-1,006
-13% -$263K 0.9% 46
2021
Q2 		$1.9M Hold
7,614
– – 0.79% 28
2021
Q1 		$1.77M Hold
7,614
– – 0.95% 21
2020
Q4 		$1.48M Buy
+7,614
New +$1.36M 1.6% 14

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castellan Group's AMP Position: Q2 2025 in Review

Castellan Group sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 10,970 shares — an estimated $5.31M sold.

Castellan Group first reported a position in AMP in Q4 2020 and held it in 16 quarters. The position peaked at $5.31M in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Castellan Group reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Castellan Group sold 10,970 Ameriprise Financial shares in Q2 2025, an estimated $5.31M.
  • Castellan Group first reported a position in Ameriprise Financial in Q4 2020 and held it in 16 quarters.
  • Castellan Group's Ameriprise Financial position peaked at $5.31M in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Castellan Group's 13F filing for Q2 2025, filed 24 Jul 2025.