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Costello Asset Management’s Ameriprise Financial AMP Stock Holding History

Costello 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 		$11.4K Hold
25
– – ﹤0.01% 477
2026
Q1 		$11K Hold
25
– – ﹤0.01% 470
2025
Q4 		$12.1K Hold
25
– – ﹤0.01% 440
2025
Q3 		$12.1K Hold
25
– – ﹤0.01% 446
2025
Q2 		$13.1K Buy
25
+1
+4% +$494 ﹤0.01% 441
2025
Q1 		$11.8K Buy
+24
New +$12.6K ﹤0.01% 435

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Costello Asset Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 25 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Costello Asset Management first reported a position in AMP in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.1K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Costello Asset Management held 25 shares of Ameriprise Financial worth $11.4K as of Q2 2026.
  • Costello Asset Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #477 holding.
  • Costello Asset Management first reported a position in Ameriprise Financial in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Ameriprise Financial position peaked at $13.1K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.