Dorato Capital Management’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$524K Hold
1,035
0.36% 63
2026
Q1
$469K Hold
1,035
0.35% 68
2025
Q4
$525K Buy
+1,035
New +$491K 0.39% 62

Other funds holding AMP

Dorato Capital Management's AMP Position: Q2 2026 in Review

Dorato Capital Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,035 shares worth $524K. The position accounts for 0.36% of the portfolio, ranked #63.

Dorato Capital Management first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $525K in Q4 2025. 783 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Dorato Capital Management held 1,035 shares of Ameriprise Financial worth $524K as of Q2 2026.
  • Dorato Capital Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.36% of Dorato Capital Management's portfolio in Q2 2026, its #63 holding.
  • Dorato Capital Management first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Ameriprise Financial position peaked at $525K in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.