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Eley Financial Management’s Ameriprise Financial AMP Stock Holding History

Eley Financial Management’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 		$1.99M Buy
4,331
+6
+0.1% +$2.75K 0.64% 39
2026
Q1 		$1.92M Buy
4,325
+33
+0.8% +$15.9K 0.69% 38
2025
Q4 		$2.1M Buy
4,292
+24
+0.6% +$11.4K 0.76% 38
2025
Q3 		$2.1M Sell
4,268
-10
-0.2% -$5.13K 0.76% 38
2025
Q2 		$2.28M Sell
4,278
-10
-0.2% -$4.94K 0.88% 37
2025
Q1 		$2.1M Sell
4,288
-35
-0.8% -$18.4K 0.84% 37
2024
Q4 		$2.3M Sell
4,323
-205
-5% -$109K 0.9% 36
2024
Q3 		$2.13M Sell
4,528
-114
-2% -$49.5K 0.86% 36
2024
Q2 		$1.98M Sell
4,642
-205
-4% -$87.6K 0.84% 35
2024
Q1 		$2.13M Sell
4,847
-80
-2% -$32K 0.92% 35
2023
Q4 		$1.87M Sell
4,927
-198
-4% -$67.9K 0.88% 36
2023
Q3 		$1.69M Sell
5,125
-96
-2% -$32.8K 0.86% 36
2023
Q2 		$1.73M Sell
5,221
-31
-0.6% -$9.53K 0.84% 37
2023
Q1 		$1.61M Sell
5,252
-233
-4% -$76.3K 0.83% 39
2022
Q4 		$1.71M Buy
+5,485
New +$1.67M 0.92% 36

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

Eley Financial Management's AMP Position: Q2 2026 in Review

Eley Financial Management increased its Ameriprise Financial (AMP) stake by 0.14% in Q2 2026, buying an estimated $2.75K and bringing the position to 4,331 shares worth $1.99M. The position accounts for 0.64% of the portfolio, ranked #39.

Eley Financial Management first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Eley Financial Management held 4,331 shares of Ameriprise Financial worth $1.99M as of Q2 2026.
  • Eley Financial Management bought 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up 0.64% of Eley Financial Management's portfolio in Q2 2026, its #39 holding.
  • Eley Financial Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Eley Financial Management's Ameriprise Financial position peaked at $2.3M in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.