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CoreCap Advisors’s Ameriprise Financial AMP Stock Holding History

CoreCap 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
2026
Q3 		$67.9K Buy
138
+74
+116% +$39.8K ﹤0.01% 1258
2026
Q2 		$29.4K Buy
64
+18
+39% +$8.25K ﹤0.01% 1642
2026
Q1 		$20.4K Sell
46
-41
-47% -$19.8K ﹤0.01% 1662
2025
Q4 		$42.7K Sell
87
-3
-3% -$1.42K ﹤0.01% 1398
2025
Q3 		$44.2K Sell
90
-13
-13% -$6.66K ﹤0.01% 1373
2025
Q2 		$55K Sell
103
-31
-23% -$15.3K ﹤0.01% 1205
2025
Q1 		$64.9K Buy
134
+1
+0.8% +$524 ﹤0.01% 1062
2024
Q4 		$70.8K Buy
133
+2
+2% +$1.07K ﹤0.01% 1043
2024
Q3 		$61.5K Buy
131
+23
+21% +$9.98K ﹤0.01% 1113
2024
Q2 		$46.1K Buy
108
+54
+100% +$23.1K ﹤0.01% 683
2024
Q1 		$23.7K Buy
+54
New +$21.6K ﹤0.01% 1405
2022
Q4 		$4.36K Buy
+14
New +$4.27K ﹤0.01% 1785
2022
Q3 		– Sell
-27
Closed -$6K – 596
2022
Q2 		$6K Buy
+27
New +$7.23K ﹤0.01% 1595
2022
Q1 		– Sell
-27
Closed -$8K – 606
2021
Q4 		$8K Buy
+27
New +$7.99K ﹤0.01% 1609

Other funds holding AMP

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CoreCap Advisors's AMP Position: Q3 2026 in Review

CoreCap Advisors increased its Ameriprise Financial (AMP) stake by 116% in Q3 2026, buying an estimated $39.8K and bringing the position to 138 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

CoreCap Advisors first reported a position in AMP in Q4 2021 and has held it in 14 quarters since. The position peaked at $70.8K in Q4 2024. 66 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • CoreCap Advisors held 138 shares of Ameriprise Financial worth $67.9K as of Q3 2026.
  • CoreCap Advisors bought 74 Ameriprise Financial shares in Q3 2026, an estimated $39.8K.
  • Ameriprise Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1258 holding.
  • CoreCap Advisors first reported a position in Ameriprise Financial in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Ameriprise Financial position peaked at $70.8K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.