Covenant Partners’s Ameriprise Financial AMP Stock Holding History

Covenant 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 Q1	–	Sell	-3,968	Closed	-$1.95M	–	10
2025 Q4	$1.95M	Hold	3,968	–	–	0.57%	14
2025 Q3	$1.95M	Buy	3,968 +86	+2%	+$44.1K	0.55%	18
2025 Q2	$2.07M	Hold	3,882	–	–	0.62%	13
2025 Q1	$1.88M	Hold	3,882	–	–	0.61%	13
2024 Q4	$2.07M	Sell	3,882 -14	-0.4%	-$7.47K	0.64%	16
2024 Q3	$1.83M	Buy	3,896 +14	+0.4%	+$6.07K	0.53%	24
2024 Q2	$1.66M	Hold	3,882	–	–	0.5%	21
2024 Q1	$1.7M	Hold	3,882	–	–	0.5%	21
2023 Q4	$1.47M	Hold	3,882	–	–	0.47%	25
2023 Q3	$1.28M	Hold	3,882	–	–	0.46%	27
2023 Q2	$1.29M	Hold	3,882	–	–	0.47%	26
2023 Q1	$1.19M	Sell	3,882 -105	-3%	-$34.4K	0.46%	31
2022 Q4	$1.24M	Hold	3,987	–	–	0.5%	27
2022 Q3	$1M	Sell	3,987 -990	-20%	-$260K	0.49%	30
2022 Q2	$1.18M	Hold	4,977	–	–	0.55%	27
2022 Q1	$1.5M	Sell	4,977 -574	-10%	-$174K	0.6%	22
2021 Q4	$1.68M	Hold	5,551	–	–	0.62%	24
2021 Q3	$1.47M	Hold	5,551	–	–	0.58%	29
2021 Q2	$1.38M	Hold	5,551	–	–	0.52%	31
2021 Q1	$1.29M	Hold	5,551	–	–	0.51%	30
2020 Q4	$1.08M	Buy	5,551 +770	+16%	+$138K	0.46%	43
2020 Q3	$737K	Sell	4,781 -298	-6%	-$45.9K	0.36%	60
2020 Q2	$762K	Buy	+5,079	New	+$651K	0.35%	66

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Covenant Partners's AMP Position: Q1 2026 in Review

Covenant Partners sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 3,968 shares — an estimated $1.95M sold.

Covenant Partners first reported a position in AMP in Q2 2020 and held it in 23 quarters. The position peaked at $2.07M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Covenant Partners reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Covenant Partners sold 3,968 Ameriprise Financial shares in Q1 2026, an estimated $1.95M.
Covenant Partners first reported a position in Ameriprise Financial in Q2 2020 and held it in 23 quarters.
Covenant Partners's Ameriprise Financial position peaked at $2.07M in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Covenant Partners's 13F filing for Q1 2026.