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Colter Lewis Investment Partners’s Ameriprise Financial AMP Stock Holding History

Colter Lewis Investment Partners’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 		$545K Hold
1,188
– – 0.24% 64
2026
Q1 		$528K Hold
1,188
– – 0.5% 64
2025
Q4 		$583K Buy
+1,188
New +$564K 0.67% 36

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Colter Lewis Investment Partners's AMP Position: Q2 2026 in Review

Colter Lewis Investment Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,188 shares worth $545K. The position accounts for 0.24% of the portfolio, ranked #64.

Colter Lewis Investment Partners first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $583K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Colter Lewis Investment Partners held 1,188 shares of Ameriprise Financial worth $545K as of Q2 2026.
  • Colter Lewis Investment Partners left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.24% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #64 holding.
  • Colter Lewis Investment Partners first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's Ameriprise Financial position peaked at $583K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.