Concorde Asset Management’s Ameriprise Financial AMP Stock Holding History

Concorde Asset Management’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	$202K	Buy	+440	New	+$202K	0.12%	139
2026 Q1	–	Sell	-446	Closed	-$219K	–	209
2025 Q4	$219K	Sell	446 -2	-0.4%	-$949	0.09%	214
2025 Q3	$221K	Buy	+448	New	+$230K	0.09%	204
2025 Q1	$259K	Sell	547 -1	-0.2%	-$524	0.14%	135
2024 Q4	$292K	Hold	548	–	–	0.15%	128
2024 Q3	$257K	Sell	548 -101	-16%	-$43.8K	0.15%	130
2024 Q2	$277K	Sell	649 -23	-3%	-$9.82K	0.17%	110
2024 Q1	$295K	Buy	672 +58	+9%	+$23.2K	0.2%	96
2023 Q4	$233K	Buy	614 +5	+0.8%	+$1.72K	0.16%	132
2023 Q3	$201K	Buy	609 +2	+0.3%	+$683	0.18%	133
2023 Q2	$202K	Buy	+607	New	+$187K	0.19%	118
2022 Q2	–	Sell	-777	Closed	-$233K	–	113
2022 Q1	$233K	Hold	777	–	–	0.15%	133
2021 Q4	$234K	Sell	777 -2	-0.3%	-$592	0.14%	144
2021 Q3	$206K	Buy	+779	New	+$204K	0.12%	182

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Concorde Asset Management's AMP Position: Q2 2026 in Review

Concorde Asset Management opened a new position in Ameriprise Financial (AMP) in Q2 2026: 440 shares worth $202K. The stake represents 0.12% of the portfolio and ranks #139 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in AMP as recently as Q4 2025.

Concorde Asset Management first reported a position in AMP in Q3 2021 and has held it in 14 quarters since. The position peaked at $295K in Q1 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Concorde Asset Management held 440 shares of Ameriprise Financial worth $202K as of Q2 2026.
Ameriprise Financial was a new Concorde Asset Management position in Q2 2026.
Ameriprise Financial made up 0.12% of Concorde Asset Management's portfolio in Q2 2026, its #139 holding.
Concorde Asset Management first reported a position in Ameriprise Financial in Q3 2021 and has held it in 14 quarters since.
Concorde Asset Management's Ameriprise Financial position peaked at $295K in Q1 2024.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.