Chase Investment Counsel’s Ameriprise Financial AMP Stock Holding History

Chase Investment Counsel’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	$1.6M	Buy	3,600 +600	+20%	+$289K	0.42%	56
2025 Q4	$1.47M	Hold	3,000	–	–	0.41%	56
2025 Q3	$1.47M	Hold	3,000	–	–	0.44%	57
2025 Q2	$1.6M	Hold	3,000	–	–	0.51%	52
2025 Q1	$1.45M	Buy	3,000 +1,000	+50%	+$524K	0.53%	55
2024 Q4	$1.06M	Sell	2,000 -1,400	-41%	-$747K	0.34%	70
2024 Q3	$1.6M	Buy	3,400 +800	+31%	+$347K	0.53%	49
2024 Q2	$1.11M	Hold	2,600	–	–	0.39%	61
2024 Q1	$1.14M	Hold	2,600	–	–	0.42%	65
2023 Q4	$987K	Buy	+2,600	New	+$892K	0.44%	64
2023 Q2	–	Sell	-5,570	Closed	-$1.71M	–	94
2023 Q1	$1.71M	Buy	+5,570	New	+$1.82M	0.94%	44
2015 Q3	–	Sell	-36,751	Closed	-$4.59M	–	94
2015 Q2	$4.59M	Sell	36,751 -644	-2%	-$82.1K	1.67%	31
2015 Q1	$4.89M	Sell	37,395 -214	-0.6%	-$28.2K	1.72%	29
2014 Q4	$4.97M	Buy	37,609 +81	+0.2%	+$10.2K	1.77%	27
2014 Q3	$4.63M	Sell	37,528 -607	-2%	-$74.5K	1.66%	26
2014 Q2	$4.58M	Buy	38,135 +10,467	+38%	+$1.17M	1.55%	28
2014 Q1	$3.04M	Sell	27,668 -30,192	-52%	-$3.31M	1.03%	39
2013 Q4	$6.66M	Buy	+57,860	New	+$5.98M	1.97%	16

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Chase Investment Counsel's AMP Position: Q1 2026 in Review

Chase Investment Counsel increased its Ameriprise Financial (AMP) stake by 20% in Q1 2026, buying an estimated $289K and bringing the position to 3,600 shares worth $1.6M. The position accounts for 0.42% of the portfolio, ranked #56.

Chase Investment Counsel first reported a position in AMP in Q4 2013 and has held it in 18 quarters since. The position peaked at $6.66M in Q4 2013. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Chase Investment Counsel held 3,600 shares of Ameriprise Financial worth $1.6M as of Q1 2026.
Chase Investment Counsel bought 600 Ameriprise Financial shares in Q1 2026, an estimated $289K.
Ameriprise Financial made up 0.42% of Chase Investment Counsel's portfolio in Q1 2026, its #56 holding.
Chase Investment Counsel first reported a position in Ameriprise Financial in Q4 2013 and has held it in 18 quarters since.
Chase Investment Counsel's Ameriprise Financial position peaked at $6.66M in Q4 2013.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.