Coston McIsaac & Partners’s Ameriprise Financial AMP Stock Holding History

Coston McIsaac & 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	$189K	Hold	414	–	–	0.04%	161
2026 Q1	$183K	Hold	414	–	–	0.04%	160
2025 Q4	$203K	Hold	414	–	–	0.05%	149
2025 Q3	$203K	Buy	414 +162	+64%	+$83K	0.05%	144
2025 Q2	$134K	Hold	252	–	–	0.03%	176
2025 Q1	$121K	Hold	252	–	–	0.04%	167
2024 Q4	$134K	Hold	252	–	–	0.04%	157
2024 Q3	$118	Hold	252	–	–	0.03%	172
2024 Q2	$107K	Hold	252	–	–	0.03%	174
2024 Q1	$110K	Hold	252	–	–	0.04%	174
2023 Q4	$95K	Hold	252	–	–	0.03%	177
2023 Q3	$83K	Hold	252	–	–	0.03%	185
2023 Q2	$83K	Hold	252	–	–	0.03%	193
2023 Q1	$77K	Buy	252 +33	+15%	+$10.8K	0.03%	203
2022 Q4	$68	Buy	219 +35	+19%	+$10.7K	0.03%	226
2022 Q3	$46K	Hold	184	–	–	0.02%	221
2022 Q2	$44K	Buy	+184	New	+$49.3K	0.03%	141

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

Coston McIsaac & Partners's AMP Position: Q2 2026 in Review

Coston McIsaac & Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 414 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #161.

Coston McIsaac & Partners first reported a position in AMP in Q2 2022 and has held it in 17 quarters since. The position peaked at $203K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Coston McIsaac & Partners held 414 shares of Ameriprise Financial worth $189K as of Q2 2026.
Coston McIsaac & Partners left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.04% of Coston McIsaac & Partners's portfolio in Q2 2026, its #161 holding.
Coston McIsaac & Partners first reported a position in Ameriprise Financial in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Ameriprise Financial position peaked at $203K in Q4 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.