Cohen Klingenstein’s Ameriprise Financial AMP Stock Holding History

Cohen Klingenstein’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 Q3	$17.6M	Sell	35,824 -1,269	-3%	-$682K	0.5%	27
2026 Q2	$17M	Sell	37,093 -560	-1%	-$257K	0.49%	27
2026 Q1	$16.7M	Sell	37,653 -70	-0.2%	-$33.7K	0.54%	27
2025 Q4	$18.5M	Hold	37,723	–	–	0.56%	26
2025 Q3	$18.5M	Hold	37,723	–	–	0.58%	27
2025 Q2	$20.1M	Hold	37,723	–	–	0.67%	24
2025 Q1	$18.3M	Hold	37,723	–	–	0.66%	24
2024 Q4	$20.1M	Sell	37,723 -900	-2%	-$480K	0.69%	21
2024 Q3	$18.1M	Hold	38,623	–	–	0.63%	26
2024 Q2	$16.5M	Hold	38,623	–	–	0.6%	28
2024 Q1	$16.9M	Hold	38,623	–	–	0.63%	28
2023 Q4	$14.7M	Hold	38,623	–	–	0.6%	31
2023 Q3	$12.7M	Sell	38,623 -1	-0%	-$341	0.58%	33
2023 Q2	$12.8M	Hold	38,624	–	–	0.56%	33
2023 Q1	$11.8M	Hold	38,624	–	–	0.56%	34
2022 Q4	$12M	Sell	38,624 -31	-0.1%	-$9.46K	0.61%	32
2022 Q3	$9.7M	Hold	38,655	–	–	0.52%	35
2022 Q2	$9.19M	Hold	38,655	–	–	0.46%	39
2022 Q1	$11.6M	Hold	38,655	–	–	0.48%	40
2021 Q4	$11.7M	Hold	38,655	–	–	0.46%	39
2021 Q3	$10.2M	Hold	38,655	–	–	0.45%	44
2021 Q2	$9.6M	Hold	38,655	–	–	0.41%	53
2021 Q1	$8.98M	Hold	38,655	–	–	0.41%	50
2020 Q4	$7.51M	Hold	38,655	–	–	0.38%	58
2020 Q3	$5.96M	Hold	38,655	–	–	0.34%	64
2020 Q2	$5.8M	Hold	38,655	–	–	0.36%	63
2020 Q1	$3.96M	Hold	38,655	–	–	0.29%	73
2019 Q4	$6.44M	Hold	38,655	–	–	0.37%	63
2019 Q3	$5.69M	Hold	38,655	–	–	0.36%	62
2019 Q2	$5.61M	Hold	38,655	–	–	0.4%	60
2019 Q1	$4.95M	Buy	38,655 +25,875	+202%	+$3.21M	0.35%	60
2018 Q4	$1.33M	Hold	12,780	–	–	0.2%	78
2018 Q3	$1.89M	Hold	12,780	–	–	0.24%	72
2018 Q2	$1.79M	Hold	12,780	–	–	0.24%	75
2018 Q1	$1.89M	Hold	12,780	–	–	0.27%	69
2017 Q4	$2.17M	Hold	12,780	–	–	0.31%	65
2017 Q3	$1.9M	Hold	12,780	–	–	0.29%	69
2017 Q2	$1.63M	Hold	12,780	–	–	0.25%	72
2017 Q1	$1.66M	Sell	12,780 -227	-2%	-$28.1K	0.27%	69
2016 Q4	$1.44M	Hold	13,007	–	–	0.25%	74
2016 Q3	$1.3M	Hold	13,007	–	–	0.23%	73
2016 Q2	$1.17M	Hold	13,007	–	–	0.21%	78
2016 Q1	$1.22M	Hold	13,007	–	–	0.23%	75
2015 Q4	$1.38M	Hold	13,007	–	–	0.26%	69
2015 Q3	$1.42M	Hold	13,007	–	–	0.28%	64
2015 Q2	$1.62M	Hold	13,007	–	–	0.29%	58
2015 Q1	$1.7M	Hold	13,007	–	–	0.31%	55
2014 Q4	$1.72M	Hold	13,007	–	–	0.32%	51
2014 Q3	$1.6M	Hold	13,007	–	–	0.28%	54
2014 Q2	$1.56M	Hold	13,007	–	–	0.3%	57
2014 Q1	$1.43M	Hold	13,007	–	–	0.28%	58
2013 Q4	$1.5M	Hold	13,007	–	–	0.3%	55
2013 Q3	$1.18M	Hold	13,007	–	–	0.26%	63
2013 Q2	$1.05M	Buy	+13,007	New	+$1.01M	0.24%	67

Other funds holding AMP

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cohen Klingenstein's AMP Position: Q3 2026 in Review

Cohen Klingenstein reduced its Ameriprise Financial (AMP) stake by 3.4% in Q3 2026, selling an estimated $682K and leaving 35,824 shares worth $17.6M. The position accounts for 0.5% of the portfolio, ranked #27.

Cohen Klingenstein first reported a position in AMP in Q2 2013 and has held it in 54 quarters since. The position peaked at $20.1M in Q2 2025. 531 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Cohen Klingenstein held 35,824 shares of Ameriprise Financial worth $17.6M as of Q3 2026.
Cohen Klingenstein sold 1,269 Ameriprise Financial shares in Q3 2026, an estimated $682K.
Ameriprise Financial made up 0.5% of Cohen Klingenstein's portfolio in Q3 2026, its #27 holding.
Cohen Klingenstein first reported a position in Ameriprise Financial in Q2 2013 and has held it in 54 quarters since.
Cohen Klingenstein's Ameriprise Financial position peaked at $20.1M in Q2 2025.
531 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.