Everett Harris & Co’s Ameriprise Financial AMP Stock Holding History

Everett Harris & Co’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	$453K	Sell	988 -3	-0.3%	-$1.38K	0.01%	218
2026 Q1	$440K	Hold	991	–	–	0.01%	234
2025 Q4	$486K	Hold	991	–	–	0.01%	229
2025 Q3	$487K	Sell	991 -40	-4%	-$20.5K	0.01%	224
2025 Q2	$550K	Hold	1,031	–	–	0.01%	213
2025 Q1	$499K	Hold	1,031	–	–	0.01%	208
2024 Q4	$549K	Sell	1,031 -41	-4%	-$21.9K	0.01%	187
2024 Q3	$504K	Hold	1,072	–	–	0.01%	188
2024 Q2	$458K	Hold	1,072	–	–	0.01%	188
2024 Q1	$470K	Hold	1,072	–	–	0.01%	187
2023 Q4	$407K	Hold	1,072	–	–	0.01%	191
2023 Q3	$353K	Hold	1,072	–	–	0.01%	200
2023 Q2	$356K	Hold	1,072	–	–	0.01%	203
2023 Q1	$329K	Hold	1,072	–	–	0.01%	203
2022 Q4	$334K	Hold	1,072	–	–	0.01%	203
2022 Q3	$270K	Hold	1,072	–	–	0.01%	215
2022 Q2	$255K	Buy	+1,072	New	+$287K	﹤0.01%	226

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

Everett Harris & Co's AMP Position: Q2 2026 in Review

Everett Harris & Co reduced its Ameriprise Financial (AMP) stake by 0.3% in Q2 2026, selling an estimated $1.38K and leaving 988 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #218.

Everett Harris & Co first reported a position in AMP in Q2 2022 and has held it in 17 quarters since. The position peaked at $550K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Everett Harris & Co held 988 shares of Ameriprise Financial worth $453K as of Q2 2026.
Everett Harris & Co sold 3 Ameriprise Financial shares in Q2 2026, an estimated $1.38K.
Ameriprise Financial made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #218 holding.
Everett Harris & Co first reported a position in Ameriprise Financial in Q2 2022 and has held it in 17 quarters since.
Everett Harris & Co's Ameriprise Financial position peaked at $550K in Q2 2025.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.