Everence Capital Management’s Ameriprise Financial AMP Stock Holding History

Everence Capital 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 Q1	$684K	Hold	1,540	–	–	0.04%	303
2025 Q4	$755K	Hold	1,540	–	–	0.04%	294
2025 Q3	$757K	Hold	1,540	–	–	0.05%	294
2025 Q2	$822K	Hold	1,540	–	–	0.05%	260
2025 Q1	$746K	Hold	1,540	–	–	0.05%	278
2024 Q4	$820K	Hold	1,540	–	–	0.05%	265
2024 Q3	$724K	Hold	1,540	–	–	0.05%	310
2024 Q2	$634	Hold	1,540	–	–	0.04%	322
2024 Q1	$675	Hold	1,540	–	–	0.04%	326
2023 Q4	$585K	Sell	1,540 -2,880	-65%	-$988K	0.04%	352
2023 Q3	$1.46K	Hold	4,420	–	–	0.11%	155
2023 Q2	$1.32M	Hold	4,420	–	–	0.11%	156
2023 Q1	$1.35K	Hold	4,420	–	–	0.11%	160
2022 Q4	$1.38K	Hold	4,420	–	–	0.12%	166
2022 Q3	$1.11M	Buy	4,420 +1,500	+51%	+$395K	0.1%	172
2022 Q2	$694K	Hold	2,920	–	–	0.06%	254
2022 Q1	$877K	Hold	2,920	–	–	0.07%	237
2021 Q4	$881K	Buy	2,920 +1,380	+90%	+$408K	0.07%	246
2021 Q3	$407K	Buy	+1,540	New	+$403K	0.03%	463
2020 Q3	–	Sell	-2,290	Closed	-$321K	–	676
2020 Q2	$321K	Hold	2,290	–	–	0.04%	433
2020 Q1	$235K	Hold	2,290	–	–	0.03%	456
2019 Q4	$381K	Hold	2,290	–	–	0.06%	388
2019 Q3	$337K	Hold	2,290	–	–	0.05%	390
2019 Q2	$332K	Hold	2,290	–	–	0.05%	397
2019 Q1	$293K	Hold	2,290	–	–	0.05%	416
2018 Q4	$239K	Hold	2,290	–	–	0.06%	335
2018 Q3	$338K	Hold	2,290	–	–	0.07%	296
2018 Q2	$320K	Hold	2,290	–	–	0.07%	299
2018 Q1	$339K	Hold	2,290	–	–	0.08%	276
2017 Q4	$388K	Buy	2,290 +484	+27%	+$77.6K	0.09%	258
2017 Q3	$268K	Hold	1,806	–	–	0.06%	301
2017 Q2	$230K	Hold	1,806	–	–	0.06%	326
2017 Q1	$234K	Hold	1,806	–	–	0.06%	310
2016 Q4	$200K	Sell	1,806 -4,361	-71%	-$461K	0.06%	310
2016 Q3	$615K	Hold	6,167	–	–	0.18%	155
2016 Q2	$554K	Hold	6,167	–	–	0.17%	178
2016 Q1	$580K	Hold	6,167	–	–	0.18%	159
2015 Q4	$656K	Hold	6,167	–	–	0.21%	142
2015 Q3	$673K	Hold	6,167	–	–	0.23%	131
2015 Q2	$770K	Hold	6,167	–	–	0.25%	127
2015 Q1	$824K	Hold	6,167	–	–	0.28%	115
2014 Q4	$816K	Hold	6,167	–	–	0.28%	113
2014 Q3	$776K	Hold	6,167	–	–	0.28%	114
2014 Q2	$740K	Hold	6,167	–	–	0.27%	122
2014 Q1	$679K	Hold	6,167	–	–	0.27%	121
2013 Q4	$710K	Buy	+6,167	New	+$637K	0.29%	114

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Everence Capital Management's AMP Position: Q1 2026 in Review

Everence Capital Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,540 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #303.

Everence Capital Management first reported a position in AMP in Q4 2013 and has held it in 46 quarters since. The position peaked at $1.32M in Q2 2023. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Everence Capital Management held 1,540 shares of Ameriprise Financial worth $684K as of Q1 2026.
Everence Capital Management left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.04% of Everence Capital Management's portfolio in Q1 2026, its #303 holding.
Everence Capital Management first reported a position in Ameriprise Financial in Q4 2013 and has held it in 46 quarters since.
Everence Capital Management's Ameriprise Financial position peaked at $1.32M in Q2 2023.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.