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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CSM Advisors's AMP Position: Q1 2026 in Review

CSM Advisors reduced its Ameriprise Financial (AMP) stake by 13% in Q1 2026, selling an estimated $4.1M and leaving 56,086 shares worth $24.9M. The position accounts for 0.61% of the portfolio, ranked #42.

CSM Advisors first reported a position in AMP in Q2 2025 and has held it in 4 quarters since. The position peaked at $31.7M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • CSM Advisors held 56,086 shares of Ameriprise Financial worth $24.9M as of Q1 2026.
  • CSM Advisors sold 8,506 Ameriprise Financial shares in Q1 2026, an estimated $4.1M.
  • Ameriprise Financial made up 0.61% of CSM Advisors's portfolio in Q1 2026, its #42 holding.
  • CSM Advisors first reported a position in Ameriprise Financial in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Ameriprise Financial position peaked at $31.7M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.