CIAS
AMP icon

CBIZ Investment Advisory Services’s Ameriprise Financial AMP Stock Holding History

CBIZ Investment Advisory Services’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 		$2.67K Hold
6
– – ﹤0.01% 302
2026
Q1 		$2.67K Sell
6
-2
-25% -$964 ﹤0.01% 302
2025
Q4 		$3.92K Sell
8
-1
-11% -$475 ﹤0.01% 553
2025
Q3 		$4.42K Buy
9
+2
+29% +$1.02K ﹤0.01% 464
2025
Q2 		$3.74K Sell
7
-5
-42% -$2.47K ﹤0.01% 475
2025
Q1 		$5.81K Buy
+12
New +$6.29K ﹤0.01% 383

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

CBIZ Investment Advisory Services's AMP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Ameriprise Financial (AMP) position steady in Q2 2026 at 6 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

CBIZ Investment Advisory Services first reported a position in AMP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.81K in Q1 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • CBIZ Investment Advisory Services held 6 shares of Ameriprise Financial worth $2.67K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #302 holding.
  • CBIZ Investment Advisory Services first reported a position in Ameriprise Financial in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Ameriprise Financial position peaked at $5.81K in Q1 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.