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Charter Oak Capital Management’s Ameriprise Financial AMP Stock Holding History

Charter Oak Capital Management’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
Q1 		$575K Buy
1,295
+2
+0.2% +$964 0.04% 115
2025
Q4 		$634K Sell
1,293
-36
-3% -$17.1K 0.05% 112
2025
Q3 		$653K Sell
1,329
-16
-1% -$8.2K 0.05% 108
2025
Q2 		$718K Sell
1,345
-33
-2% -$16.3K 0.06% 95
2025
Q1 		$667K Buy
1,378
+10
+0.7% +$5.25K 0.06% 94
2024
Q4 		$729K Sell
1,368
-25
-2% -$13.3K 0.07% 87
2024
Q3 		$654K Buy
1,393
+66
+5% +$28.6K 0.06% 96
2024
Q2 		$567K Sell
1,327
-60
-4% -$25.6K 0.06% 96
2024
Q1 		$608K Buy
1,387
+60
+5% +$24K 0.07% 98
2023
Q4 		$504K Sell
1,327
-217
-14% -$74.4K 0.06% 101
2023
Q3 		$509K Hold
1,544
– – 0.07% 97
2023
Q2 		$513K Hold
1,544
– – 0.07% 104
2023
Q1 		$473K Sell
1,544
-83
-5% -$27.2K 0.07% 106
2022
Q4 		$507K Hold
1,627
– – 0.08% 96
2022
Q3 		$410K Sell
1,627
-54
-3% -$14.2K 0.07% 107
2022
Q2 		$400K Hold
1,681
– – 0.05% 128
2022
Q1 		$505K Buy
1,681
+27
+2% +$8.17K 0.06% 119
2021
Q4 		$499K Hold
1,654
– – 0.06% 120
2021
Q3 		$437K Hold
1,654
– – 0.05% 120
2021
Q2 		$412K Hold
1,654
– – 0.05% 117
2021
Q1 		$384K Hold
1,654
– – 0.05% 120
2020
Q4 		$321K Buy
+1,654
New +$296K 0.05% 126

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charter Oak Capital Management's AMP Position: Q1 2026 in Review

Charter Oak Capital Management increased its Ameriprise Financial (AMP) stake by 0.15% in Q1 2026, buying an estimated $964 and bringing the position to 1,295 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #115.

Charter Oak Capital Management first reported a position in AMP in Q4 2020 and has held it in 22 quarters since. The position peaked at $729K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Charter Oak Capital Management held 1,295 shares of Ameriprise Financial worth $575K as of Q1 2026.
  • Charter Oak Capital Management bought 2 Ameriprise Financial shares in Q1 2026, an estimated $964.
  • Ameriprise Financial made up 0.04% of Charter Oak Capital Management's portfolio in Q1 2026, its #115 holding.
  • Charter Oak Capital Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Ameriprise Financial position peaked at $729K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.