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Cerro Pacific Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Cerro Pacific Wealth 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 		$332K Buy
725
+67
+10% +$30.7K 0.08% 137
2026
Q1 		$292K Buy
658
+76
+13% +$36.6K 0.08% 133
2025
Q4 		$285K Sell
582
-1
-0.2% -$475 0.08% 135
2025
Q3 		$286K Sell
583
-46
-7% -$23.6K 0.08% 133
2025
Q2 		$336K Buy
629
+2
+0.3% +$988 0.09% 123
2025
Q1 		$334K Buy
627
+51
+9% +$26.7K 0.11% 119
2024
Q4 		$271K Buy
576
+19
+3% +$10.1K 0.09% 134
2024
Q3 		$238K Hold
557
– – 0.09% 135
2024
Q2 		$238K Buy
+557
New +$238K 0.09% 136
2023
Q1 		$295K Sell
963
-1,817
-65% -$595K 0.16% 118
2022
Q4 		$865K Buy
2,780
+39
+1% +$11.9K 0.46% 61
2022
Q3 		$691K Buy
2,741
+63
+2% +$16.6K 0.42% 62
2022
Q2 		$637K Sell
2,678
-1,131
-30% -$303K 0.4% 68
2022
Q1 		$1.14M Buy
3,809
+71
+2% +$21.5K 0.7% 32
2021
Q4 		$1.13M Buy
3,738
+443
+13% +$131K 0.72% 33
2021
Q3 		$870K Buy
3,295
+914
+38% +$239K 0.63% 40
2021
Q2 		$593K Buy
+2,381
New +$600K 0.44% 69

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

Cerro Pacific Wealth Advisors's AMP Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Ameriprise Financial (AMP) stake by 10% in Q2 2026, buying an estimated $30.7K and bringing the position to 725 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #137.

Cerro Pacific Wealth Advisors first reported a position in AMP in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.14M in Q1 2022. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 725 shares of Ameriprise Financial worth $332K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 67 Ameriprise Financial shares in Q2 2026, an estimated $30.7K.
  • Ameriprise Financial made up 0.08% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Ameriprise Financial in Q2 2021 and has held it in 17 quarters since.
  • Cerro Pacific Wealth Advisors's Ameriprise Financial position peaked at $1.14M in Q1 2022.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.