Denali Advisors’s Ameriprise Financial AMP Stock Holding History

Denali 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	$490K	Buy	+1,102	New	+$531K	0.05%	238
2021 Q2	–	Sell	-6,830	Closed	-$1.59M	–	273
2021 Q1	$1.59M	Sell	6,830 -2,800	-29%	-$605K	0.49%	76
2020 Q4	$1.87M	Buy	9,630 +4,230	+78%	+$757K	0.32%	104
2020 Q3	$832K	Sell	5,400 -2,900	-35%	-$447K	0.17%	142
2020 Q2	$1.25M	Buy	+8,300	New	+$1.06M	0.24%	126
2018 Q2	–	Sell	-2,500	Closed	-$370K	–	277
2018 Q1	$370K	Sell	2,500 -7,800	-76%	-$1.27M	0.06%	107
2017 Q4	$1.75M	Hold	10,300	–	–	0.27%	75
2017 Q3	$1.53M	Sell	10,300 -5,600	-35%	-$782K	0.25%	74
2017 Q2	$2.02M	Buy	+15,900	New	+$2.02M	0.33%	70
2014 Q1	–	Sell	-6,700	Closed	-$771K	–	266
2013 Q4	$771K	Sell	6,700 -4,900	-42%	-$506K	0.24%	95
2013 Q3	$1.06M	Hold	11,600	–	–	0.36%	80
2013 Q2	$938K	Buy	+11,600	New	+$902K	0.35%	89

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Denali Advisors's AMP Position: Q1 2026 in Review

Denali Advisors opened a new position in Ameriprise Financial (AMP) in Q1 2026: 1,102 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #238 among its holdings. This is a return to the name: Denali Advisors previously reported a position in AMP as recently as Q1 2021.

Denali Advisors first reported a position in AMP in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2017. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Denali Advisors held 1,102 shares of Ameriprise Financial worth $490K as of Q1 2026.
Ameriprise Financial was a new Denali Advisors position in Q1 2026.
Ameriprise Financial made up 0.05% of Denali Advisors's portfolio in Q1 2026, its #238 holding.
Denali Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 12 quarters since.
Denali Advisors's Ameriprise Financial position peaked at $2.02M in Q2 2017.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.