COMPASS FINANCIAL MANAGEMENT LLC’s Ameriprise Financial AMP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.12K	Buy	+4	New	+$1.83K	﹤0.01%	1308

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AMP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Ameriprise Financial (AMP) in Q2 2026: 4 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings.

1,038 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4 shares of Ameriprise Financial worth $2.12K as of Q2 2026.
Ameriprise Financial was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Ameriprise Financial made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1308 holding.
1,038 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.