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Evoke Wealth’s Ameriprise Financial AMP Stock Holding History

Evoke Wealth’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 		– Sell
-1,555
Closed -$691K – 35
2026
Q1 		$691K Buy
1,555
+485
+45% +$234K 0.01% 343
2025
Q4 		$525K Buy
1,070
+384
+56% +$182K 0.01% 378
2025
Q3 		$337K Sell
686
-117
-15% -$60K 0.01% 480
2025
Q2 		$429K Buy
803
+177
+28% +$87.5K 0.01% 376
2025
Q1 		$303K Buy
626
+74
+13% +$38.8K 0.01% 350
2024
Q4 		$294K Buy
552
+114
+26% +$60.8K 0.01% 344
2024
Q3 		$206K Buy
+438
New +$190K 0.01% 391
2023
Q4 		– Sell
-652
Closed -$215K – 107
2023
Q3 		$215K Buy
652
+33
+5% +$11.3K 0.01% 344
2023
Q2 		$205K Buy
+619
New +$190K 0.01% 338
2022
Q4 		– Sell
-119
Closed -$30K – 391
2022
Q3 		$30K Sell
119
-7
-6% -$1.84K ﹤0.01% 588
2022
Q2 		$30K Buy
126
+10
+9% +$2.68K ﹤0.01% 590
2022
Q1 		$35K Buy
116
+10
+9% +$3.02K ﹤0.01% 568
2021
Q4 		$32K Hold
106
– – ﹤0.01% 597
2021
Q3 		$27K Hold
106
– – ﹤0.01% 588
2021
Q2 		$26K Sell
106
-3
-3% -$756 ﹤0.01% 605
2021
Q1 		$25K Hold
109
– – ﹤0.01% 547
2020
Q4 		$21K Sell
109
-376
-78% -$67.3K ﹤0.01% 492
2020
Q3 		$75K Sell
485
-13
-3% -$2K 0.01% 314
2020
Q2 		$75K Buy
498
+395
+383% +$50.6K 0.01% 306
2020
Q1 		$10.6K Sell
103
-235
-70% -$34.8K ﹤0.01% 502
2019
Q4 		$56.3K Buy
338
+140
+71% +$21.7K 0.01% 388
2019
Q3 		$29.1K Buy
+198
New +$27.7K ﹤0.01% 570

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

Evoke Wealth's AMP Position: Q2 2026 in Review

Evoke Wealth sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 1,555 shares — an estimated $691K sold.

Evoke Wealth first reported a position in AMP in Q3 2019 and held it in 22 quarters. The position peaked at $691K in Q1 2026. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Evoke Wealth reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 1,555 Ameriprise Financial shares in Q2 2026, an estimated $691K.
  • Evoke Wealth first reported a position in Ameriprise Financial in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's Ameriprise Financial position peaked at $691K in Q1 2026.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.