Clayton Financial Group’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$336K Sell
732
-7
-0.9% -$3.21K 0.19% 45
2026
Q1
$328K Hold
739
0.17% 54
2025
Q4
$362K Buy
739
+7
+1% +$3.32K 0.18% 51
2025
Q3
$360K Buy
+732
New +$375K 0.26% 36

Other funds holding AMP

Clayton Financial Group's AMP Position: Q2 2026 in Review

Clayton Financial Group reduced its Ameriprise Financial (AMP) stake by 0.95% in Q2 2026, selling an estimated $3.21K and leaving 732 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #45.

Clayton Financial Group first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $362K in Q4 2025. 521 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Clayton Financial Group held 732 shares of Ameriprise Financial worth $336K as of Q2 2026.
  • Clayton Financial Group sold 7 Ameriprise Financial shares in Q2 2026, an estimated $3.21K.
  • Ameriprise Financial made up 0.19% of Clayton Financial Group's portfolio in Q2 2026, its #45 holding.
  • Clayton Financial Group first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • Clayton Financial Group's Ameriprise Financial position peaked at $362K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.