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EP Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

EP Wealth 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
Q2 		$1.7M Buy
3,713
+303
+9% +$139K 0.01% 618
2026
Q1 		$1.52M Sell
3,410
-291
-8% -$140K 0.01% 546
2025
Q4 		$1.81M Buy
+3,701
New +$1.76M 0.01% 469
2025
Q2 		$1.8M Buy
3,380
+629
+23% +$311K 0.01% 435
2025
Q1 		$1.33M Buy
2,751
+152
+6% +$79.7K 0.01% 433
2024
Q4 		$1.38M Buy
2,599
+436
+20% +$233K 0.01% 423
2024
Q3 		$1.02M Buy
2,163
+348
+19% +$151K 0.01% 493
2024
Q2 		$775K Buy
1,815
+196
+12% +$83.7K 0.01% 434
2024
Q1 		$710K Sell
1,619
-29
-2% -$11.6K 0.01% 440
2023
Q4 		$626K Buy
1,648
+95
+6% +$32.6K 0.01% 453
2023
Q3 		$512K Buy
1,553
+120
+8% +$41K 0.01% 462
2023
Q2 		$491K Hold
1,433
– – 0.01% 468
2023
Q1 		$439K Buy
1,433
+57
+4% +$18.7K 0.01% 423
2022
Q4 		$429K Buy
+1,376
New +$420K 0.01% 411
2022
Q3 		– Sell
-2,178
Closed -$518K – 353
2022
Q2 		$518K Buy
2,178
+455
+26% +$122K 0.01% 365
2022
Q1 		$518K Sell
1,723
-121
-7% -$36.6K 0.01% 378
2021
Q4 		$556K Buy
1,844
+273
+17% +$80.7K 0.01% 334
2021
Q3 		$415K Buy
1,571
+43
+3% +$11.2K 0.01% 366
2021
Q2 		$380K Buy
1,528
+130
+9% +$32.8K 0.01% 389
2021
Q1 		$325K Buy
1,398
+111
+9% +$24K 0.01% 395
2020
Q4 		$250K Buy
+1,287
New +$230K 0.01% 375
2020
Q1 		– Sell
-1,600
Closed -$267K – 367
2019
Q4 		$267K Buy
1,600
+87
+6% +$13.5K 0.01% 350
2019
Q3 		$223K Buy
+1,513
New +$212K 0.01% 327
2018
Q4 		– Sell
-1,664
Closed -$246K – 262
2018
Q3 		$246K Buy
+1,664
New +$238K 0.02% 242

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

EP Wealth Advisors's AMP Position: Q2 2026 in Review

EP Wealth Advisors increased its Ameriprise Financial (AMP) stake by 8.9% in Q2 2026, buying an estimated $139K and bringing the position to 3,713 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #618.

EP Wealth Advisors first reported a position in AMP in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.81M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • EP Wealth Advisors held 3,713 shares of Ameriprise Financial worth $1.7M as of Q2 2026.
  • EP Wealth Advisors bought 303 Ameriprise Financial shares in Q2 2026, an estimated $139K.
  • Ameriprise Financial made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #618 holding.
  • EP Wealth Advisors first reported a position in Ameriprise Financial in Q3 2018 and has held it in 24 quarters since.
  • EP Wealth Advisors's Ameriprise Financial position peaked at $1.81M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.