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Custom Index Systems’s Ameriprise Financial AMP Stock Holding History

Custom Index Systems’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 		$552K Sell
1,241
-13
-1% -$6.26K 0.24% 117
2025
Q4 		$615K Buy
+1,254
New +$595K 0.27% 109
2024
Q1 		– Sell
-890
Closed -$338K – 249
2023
Q4 		$338K Buy
+890
New +$305K 0.21% 145

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

Custom Index Systems's AMP Position: Q1 2026 in Review

Custom Index Systems reduced its Ameriprise Financial (AMP) stake by 1% in Q1 2026, selling an estimated $6.26K and leaving 1,241 shares worth $552K. The position accounts for 0.24% of the portfolio, ranked #117.

Custom Index Systems first reported a position in AMP in Q4 2023 and has held it in 3 quarters since. The position peaked at $615K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Custom Index Systems held 1,241 shares of Ameriprise Financial worth $552K as of Q1 2026.
  • Custom Index Systems sold 13 Ameriprise Financial shares in Q1 2026, an estimated $6.26K.
  • Ameriprise Financial made up 0.24% of Custom Index Systems's portfolio in Q1 2026, its #117 holding.
  • Custom Index Systems first reported a position in Ameriprise Financial in Q4 2023 and has held it in 3 quarters since.
  • Custom Index Systems's Ameriprise Financial position peaked at $615K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.