Confluence Investment Management’s Ameriprise Financial AMP Stock Holding History

Confluence Investment 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	$220K	Hold	480	–	–	﹤0.01%	277
2026 Q1	$213K	Hold	480	–	–	﹤0.01%	269
2025 Q4	$235K	Hold	480	–	–	﹤0.01%	279
2025 Q3	$236K	Hold	480	–	–	﹤0.01%	270
2025 Q2	$256K	Hold	480	–	–	﹤0.01%	265
2025 Q1	$232K	Hold	480	–	–	﹤0.01%	273
2024 Q4	$256K	Hold	480	–	–	﹤0.01%	277
2024 Q3	$226K	Hold	480	–	–	﹤0.01%	284
2024 Q2	$205K	Hold	480	–	–	﹤0.01%	288
2024 Q1	$210K	Buy	+480	New	+$192K	﹤0.01%	285

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

Confluence Investment Management's AMP Position: Q2 2026 in Review

Confluence Investment Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 480 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Confluence Investment Management first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $256K in Q2 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Confluence Investment Management held 480 shares of Ameriprise Financial worth $220K as of Q2 2026.
Confluence Investment Management left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #277 holding.
Confluence Investment Management first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
Confluence Investment Management's Ameriprise Financial position peaked at $256K in Q2 2025.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.