Empirical Asset Management’s Ameriprise Financial AMP Stock Holding History

Empirical Asset 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	$652K	Sell	1,420 -173	-11%	-$79.3K	0.15%	180
2026 Q1	$708K	Buy	+1,593	New	+$768K	0.19%	147
2025 Q3	–	Sell	-1,813	Closed	-$967K	–	370
2025 Q2	$967K	Buy	1,813 +263	+17%	+$130K	0.3%	89
2025 Q1	$750K	Sell	1,550 -6,721	-81%	-$3.52M	0.26%	110
2024 Q4	$1.12M	Sell	8,271 -439	-5%	-$234K	0.37%	74
2024 Q3	$1.2M	Buy	8,710 +1,870	+27%	+$811K	0.43%	64
2024 Q2	$290K	Buy	6,840 +6,264	+1,088%	+$2.68M	0.11%	257
2024 Q1	$252K	Buy	+576	New	+$231K	0.12%	225
2022 Q4	–	Sell	-1,675	Closed	-$422K	–	162
2022 Q3	$422K	Buy	1,675 +9	+0.5%	+$2.37K	0.46%	88
2022 Q2	$396K	Sell	1,666 -79	-5%	-$21.2K	0.42%	87
2022 Q1	$524K	Sell	1,745 -229	-12%	-$69.3K	0.5%	69
2021 Q4	$595K	Buy	+1,974	New	+$584K	0.57%	62

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Empirical Asset Management's AMP Position: Q2 2026 in Review

Empirical Asset Management reduced its Ameriprise Financial (AMP) stake by 11% in Q2 2026, selling an estimated $79.3K and leaving 1,420 shares worth $652K. The position accounts for 0.15% of the portfolio, ranked #180.

Empirical Asset Management first reported a position in AMP in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.2M in Q3 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Empirical Asset Management held 1,420 shares of Ameriprise Financial worth $652K as of Q2 2026.
Empirical Asset Management sold 173 Ameriprise Financial shares in Q2 2026, an estimated $79.3K.
Ameriprise Financial made up 0.15% of Empirical Asset Management's portfolio in Q2 2026, its #180 holding.
Empirical Asset Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 12 quarters since.
Empirical Asset Management's Ameriprise Financial position peaked at $1.2M in Q3 2024.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.