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CSM Advisors’s Ameriprise Financial AMP Stock Holding History

CSM 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
Q2 		$25.4M Sell
55,466
-620
-1% -$284K 0.54% 42
2026
Q1 		$24.9M Sell
56,086
-8,506
-13% -$4.1M 0.61% 42
2025
Q4 		$31.7M Buy
64,592
+10,996
+21% +$5.22M 0.86% 31
2025
Q3 		$26.3M Buy
53,596
+13,193
+33% +$6.76M 0.74% 37
2025
Q2 		$21.6M Buy
+40,403
New +$20M 0.63% 43

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

CSM Advisors's AMP Position: Q2 2026 in Review

CSM Advisors reduced its Ameriprise Financial (AMP) stake by 1.1% in Q2 2026, selling an estimated $284K and leaving 55,466 shares worth $25.4M. The position accounts for 0.54% of the portfolio, ranked #42.

CSM Advisors first reported a position in AMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.7M in Q4 2025. 1,390 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • CSM Advisors held 55,466 shares of Ameriprise Financial worth $25.4M as of Q2 2026.
  • CSM Advisors sold 620 Ameriprise Financial shares in Q2 2026, an estimated $284K.
  • Ameriprise Financial made up 0.54% of CSM Advisors's portfolio in Q2 2026, its #42 holding.
  • CSM Advisors first reported a position in Ameriprise Financial in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Ameriprise Financial position peaked at $31.7M in Q4 2025.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.