ECM
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Evergreen Capital Management’s Ameriprise Financial AMP Stock Holding History

Evergreen 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
Q2 		$895K Sell
1,951
-13
-0.7% -$5.96K 0.02% 596
2026
Q1 		$873K Buy
1,964
+98
+5% +$47.2K 0.02% 533
2025
Q4 		$915K Sell
1,866
-97
-5% -$46K 0.02% 494
2025
Q3 		$964K Buy
1,963
+3
+0.2% +$1.54K 0.02% 418
2025
Q2 		$1.05M Sell
1,960
-22
-1% -$10.9K 0.03% 355
2025
Q1 		$960K Buy
1,982
+61
+3% +$32K 0.03% 341
2024
Q4 		$1.02M Buy
1,921
+3
+0.2% +$1.6K 0.03% 331
2024
Q3 		$901K Sell
1,918
-26
-1% -$11.3K 0.03% 341
2024
Q2 		$830K Buy
1,944
+70
+4% +$29.9K 0.03% 343
2024
Q1 		$822K Buy
1,874
+5
+0.3% +$2K 0.03% 327
2023
Q4 		$710K Sell
1,869
-41
-2% -$14.1K 0.03% 342
2023
Q3 		$630K Buy
1,910
+20
+1% +$6.83K 0.03% 343
2023
Q2 		$628K Buy
1,890
+65
+4% +$20K 0.03% 355
2023
Q1 		$559K Buy
1,825
+57
+3% +$18.7K 0.03% 358
2022
Q4 		$551K Buy
+1,768
New +$539K 0.03% 357

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

Evergreen Capital Management's AMP Position: Q2 2026 in Review

Evergreen Capital Management reduced its Ameriprise Financial (AMP) stake by 0.66% in Q2 2026, selling an estimated $5.96K and leaving 1,951 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #596.

Evergreen Capital Management first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Evergreen Capital Management held 1,951 shares of Ameriprise Financial worth $895K as of Q2 2026.
  • Evergreen Capital Management sold 13 Ameriprise Financial shares in Q2 2026, an estimated $5.96K.
  • Ameriprise Financial made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #596 holding.
  • Evergreen Capital Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's Ameriprise Financial position peaked at $1.05M in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.