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CVA Family Office’s Ameriprise Financial AMP Stock Holding History

CVA Family Office’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 		$232K Sell
505
-10
-2% -$4.58K 0.02% 315
2026
Q1 		$229K Buy
515
+99
+24% +$47.7K 0.02% 306
2025
Q4 		$204K Sell
416
-28
-6% -$13.3K 0.02% 288
2025
Q3 		$218K Sell
444
-1
-0.2% -$513 0.03% 276
2025
Q2 		$238K Buy
445
+3
+0.7% +$1.48K 0.03% 265
2025
Q1 		$214K Buy
442
+7
+2% +$3.67K 0.03% 270
2024
Q4 		$232K Buy
435
+27
+7% +$14.4K 0.04% 251
2024
Q3 		$192K Buy
408
+3
+0.7% +$1.3K 0.03% 268
2024
Q2 		$173K Sell
405
-1
-0.2% -$427 0.03% 261
2024
Q1 		$178K Buy
406
+1
+0.2% +$400 0.03% 263
2023
Q4 		$154K Buy
+405
New +$139K 0.03% 270
2023
Q3 		– Sell
-358
Closed -$119K – 262
2023
Q2 		$119K Buy
358
+13
+4% +$4K 0.02% 284
2023
Q1 		$106K Buy
345
+10
+3% +$3.28K 0.02% 300
2022
Q4 		$104K Sell
335
-105
-24% -$32K 0.03% 284
2022
Q3 		$111K Buy
440
+100
+29% +$26.3K 0.03% 225
2022
Q2 		$81K Sell
340
-40
-11% -$10.7K 0.02% 273
2022
Q1 		$114K Buy
380
+225
+145% +$68.1K 0.03% 239
2021
Q4 		$47K Buy
+155
New +$45.8K 0.01% 372
2021
Q3 		– Sell
-150
Closed -$37K – 386
2021
Q2 		$37K Buy
150
+30
+25% +$7.56K 0.01% 403
2021
Q1 		$28K Buy
+120
New +$25.9K 0.01% 347

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

CVA Family Office's AMP Position: Q2 2026 in Review

CVA Family Office reduced its Ameriprise Financial (AMP) stake by 1.9% in Q2 2026, selling an estimated $4.58K and leaving 505 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #315.

CVA Family Office first reported a position in AMP in Q1 2021 and has held it in 20 quarters since. The position peaked at $238K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • CVA Family Office held 505 shares of Ameriprise Financial worth $232K as of Q2 2026.
  • CVA Family Office sold 10 Ameriprise Financial shares in Q2 2026, an estimated $4.58K.
  • Ameriprise Financial made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #315 holding.
  • CVA Family Office first reported a position in Ameriprise Financial in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Ameriprise Financial position peaked at $238K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.