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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
Q2 		$570K Buy
1,243
+2
+0.2% +$917 0.2% 127
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 $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

Custom Index Systems's AMP Position: Q2 2026 in Review

Custom Index Systems increased its Ameriprise Financial (AMP) stake by 0.16% in Q2 2026, buying an estimated $917 and bringing the position to 1,243 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #127.

Custom Index Systems first reported a position in AMP in Q4 2023 and has held it in 4 quarters since. The position peaked at $615K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Custom Index Systems held 1,243 shares of Ameriprise Financial worth $570K as of Q2 2026.
  • Custom Index Systems bought 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up 0.2% of Custom Index Systems's portfolio in Q2 2026, its #127 holding.
  • Custom Index Systems first reported a position in Ameriprise Financial in Q4 2023 and has held it in 4 quarters since.
  • Custom Index Systems's Ameriprise Financial position peaked at $615K in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.