Coastal Bridge Advisors’s Ameriprise Financial AMP Stock Holding History

Coastal Bridge 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 Q1	$1.14M	Sell	2,562 -911	-26%	-$439K	0.08%	209
2025 Q4	$1.7M	Buy	3,473 +7	+0.2%	+$3.32K	0.13%	168
2025 Q3	$1.7M	Sell	3,466 -129	-4%	-$66.1K	0.13%	163
2025 Q2	$1.92M	Buy	+3,595	New	+$1.78M	0.16%	141
2025 Q1	–	Sell	-1,497	Closed	-$797K	–	265
2024 Q4	$797K	Buy	1,497 +2	+0.1%	+$1.07K	0.2%	69
2024 Q3	$702K	Buy	1,495 +2	+0.1%	+$868	0.17%	76
2024 Q2	$638K	Buy	1,493 +3	+0.2%	+$1.28K	0.16%	82
2024 Q1	$653K	Buy	1,490 +2	+0.1%	+$801	0.15%	85
2023 Q4	$565K	Buy	1,488 +3	+0.2%	+$1.03K	0.14%	87
2023 Q3	$490K	Buy	1,485 +3	+0.2%	+$1.02K	0.13%	93
2023 Q2	$492K	Buy	1,482 +3	+0.2%	+$922	0.12%	92
2023 Q1	$453K	Sell	1,479 -12	-0.8%	-$3.93K	0.11%	91
2022 Q4	$464K	Buy	1,491 +17	+1%	+$5.18K	0.13%	92
2022 Q3	$371K	Buy	1,474 +3	+0.2%	+$789	0.1%	102
2022 Q2	$350K	Buy	1,471 +4	+0.3%	+$1.07K	0.11%	101
2022 Q1	$441K	Buy	1,467 +2	+0.1%	+$605	0.1%	94
2021 Q4	$442K	Buy	1,465 +3	+0.2%	+$887	0.09%	115
2021 Q3	$386K	Buy	1,462 +3	+0.2%	+$785	0.09%	92
2021 Q2	$363K	Buy	1,459 +3	+0.2%	+$756	0.07%	98
2021 Q1	$338K	Buy	1,456 +3	+0.2%	+$649	0.06%	95
2020 Q4	$282K	Sell	1,453 -20	-1%	-$3.58K	0.06%	104
2020 Q3	$227K	Buy	1,473 +4	+0.3%	+$616	0.07%	103
2020 Q2	$220K	Buy	+1,469	New	+$188K	0.07%	115
2020 Q1	–	Sell	-1,460	Closed	-$243K	–	145
2019 Q4	$243K	Buy	1,460 +4	+0.3%	+$620	0.06%	107
2019 Q3	$214K	Buy	1,456 +5	+0.3%	+$701	0.07%	127
2019 Q2	$211K	Buy	+1,451	New	+$210K	0.06%	112
2018 Q4	–	Sell	-1,459	Closed	-$215K	–	130
2018 Q3	$215K	Buy	1,459 +4	+0.3%	+$572	0.08%	118
2018 Q2	$204K	Buy	1,455 +4	+0.3%	+$567	0.08%	120
2018 Q1	$215K	Buy	1,451 +2	+0.1%	+$326	0.08%	114
2017 Q4	$246K	Buy	1,449 +3	+0.2%	+$481	0.08%	101
2017 Q3	$215K	Buy	+1,446	New	+$202K	0.07%	106

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

Coastal Bridge Advisors's AMP Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Ameriprise Financial (AMP) stake by 26% in Q1 2026, selling an estimated $439K and leaving 2,562 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #209.

Coastal Bridge Advisors first reported a position in AMP in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.92M in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Coastal Bridge Advisors held 2,562 shares of Ameriprise Financial worth $1.14M as of Q1 2026.
Coastal Bridge Advisors sold 911 Ameriprise Financial shares in Q1 2026, an estimated $439K.
Ameriprise Financial made up 0.08% of Coastal Bridge Advisors's portfolio in Q1 2026, its #209 holding.
Coastal Bridge Advisors first reported a position in Ameriprise Financial in Q3 2017 and has held it in 31 quarters since.
Coastal Bridge Advisors's Ameriprise Financial position peaked at $1.92M in Q2 2025.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.