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Catalyst Financial Partners’s Ameriprise Financial AMP Stock Holding History

Catalyst 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 		$602K Buy
1,313
+13
+1% +$5.96K 0.06% 185
2026
Q1 		$578K Sell
1,300
-36
-3% -$17.3K 0.07% 176
2025
Q4 		$655K Sell
1,336
-3
-0.2% -$1.42K 0.07% 140
2025
Q3 		$658K Sell
1,339
-4
-0.3% -$2.05K 0.08% 133
2025
Q2 		$717K Buy
1,343
+1
+0.1% +$494 0.08% 123
2025
Q1 		$650K Buy
1,342
+2
+0.1% +$1.05K 0.12% 118
2024
Q4 		$713K Buy
1,340
+4
+0.3% +$2.13K 0.13% 96
2024
Q3 		$628K Buy
1,336
+16
+1% +$6.94K 0.12% 107
2024
Q2 		$564K Buy
1,320
+63
+5% +$26.9K 0.12% 107
2024
Q1 		$518K Sell
1,257
-109
-8% -$43.6K 0.13% 106
2023
Q4 		$519K Buy
1,366
+16
+1% +$5.49K 0.15% 91
2023
Q3 		$445K Buy
1,350
+51
+4% +$17.4K 0.14% 104
2023
Q2 		$431K Buy
1,299
+27
+2% +$8.3K 0.15% 97
2023
Q1 		$390K Buy
1,272
+72
+6% +$23.6K 0.17% 95
2022
Q4 		$374K Buy
+1,200
New +$366K 0.19% 86

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

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

Catalyst Financial Partners increased its Ameriprise Financial (AMP) stake by 1% in Q2 2026, buying an estimated $5.96K and bringing the position to 1,313 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #185.

Catalyst Financial Partners first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $717K in Q2 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Catalyst Financial Partners held 1,313 shares of Ameriprise Financial worth $602K as of Q2 2026.
  • Catalyst Financial Partners bought 13 Ameriprise Financial shares in Q2 2026, an estimated $5.96K.
  • Ameriprise Financial made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #185 holding.
  • Catalyst Financial Partners first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Ameriprise Financial position peaked at $717K in Q2 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.