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Cobblestone Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Cobblestone Capital 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
2025
Q3 		– Sell
-390
Closed -$208K – 305
2025
Q2 		$208K Buy
+390
New +$193K 0.01% 292
2025
Q1 		– Sell
-383
Closed -$204K – 294
2024
Q4 		$204K Buy
+383
New +$204K 0.01% 287

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cobblestone Capital Advisors's AMP Position: Q3 2025 in Review

Cobblestone Capital Advisors sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 390 shares — an estimated $208K sold.

Cobblestone Capital Advisors first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q2 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Cobblestone Capital Advisors reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 390 Ameriprise Financial shares in Q3 2025, an estimated $208K.
  • Cobblestone Capital Advisors first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
  • Cobblestone Capital Advisors's Ameriprise Financial position peaked at $208K in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.