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Essential Partners’s Ameriprise Financial AMP Stock Holding History

Essential Partners’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 		$158K Buy
345
+51
+17% +$23.4K 0.07% 295
2026
Q1 		$131K Sell
294
-581
-66% -$280K 0.04% 361
2025
Q4 		$429K Buy
875
+436
+99% +$207K 0.13% 207
2025
Q3 		$216K Buy
439
+48
+12% +$24.6K 0.07% 308
2025
Q2 		$209K Buy
+391
New +$193K 0.08% 271

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

Essential Partners's AMP Position: Q2 2026 in Review

Essential Partners increased its Ameriprise Financial (AMP) stake by 17% in Q2 2026, buying an estimated $23.4K and bringing the position to 345 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #295.

Essential Partners first reported a position in AMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $429K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Essential Partners held 345 shares of Ameriprise Financial worth $158K as of Q2 2026.
  • Essential Partners bought 51 Ameriprise Financial shares in Q2 2026, an estimated $23.4K.
  • Ameriprise Financial made up 0.07% of Essential Partners's portfolio in Q2 2026, its #295 holding.
  • Essential Partners first reported a position in Ameriprise Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Ameriprise Financial position peaked at $429K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.