Family Management’s Ameriprise Financial AMP Stock Holding History

Family 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	$6.73M	Buy	14,663 +8,161	+126%	+$3.74M	0.69%	32
2026 Q1	$2.89M	Buy	6,502 +69	+1%	+$33.3K	0.35%	74
2025 Q4	$3.15M	Buy	6,433 +243	+4%	+$115K	0.4%	66
2025 Q3	$3.04M	Hold	6,190	–	–	0.42%	65
2025 Q2	$3.3M	Hold	6,190	–	–	0.49%	54
2025 Q1	$3M	Sell	6,190 -1	-0%	-$524	0.49%	55
2024 Q4	$3.3M	Hold	6,191	–	–	0.53%	45
2024 Q3	$2.91M	Hold	6,191	–	–	0.48%	54
2024 Q2	$2.64M	Buy	6,191 +1	+0%	+$427	0.46%	55
2024 Q1	$2.71M	Buy	6,190 +14	+0.2%	+$5.61K	0.5%	53
2023 Q4	$2.35M	Hold	6,176	–	–	0.49%	49
2023 Q3	$2.04M	Hold	6,176	–	–	0.46%	48
2023 Q2	$2.05M	Hold	6,176	–	–	0.45%	45
2023 Q1	$1.89M	Hold	6,176	–	–	0.44%	46
2022 Q4	$1.92M	Hold	6,176	–	–	0.47%	49
2022 Q3	$1.56M	Hold	6,176	–	–	0.4%	52
2022 Q2	$1.47M	Hold	6,176	–	–	0.4%	59
2022 Q1	$1.85M	Hold	6,176	–	–	0.51%	48
2021 Q4	$1.86M	Hold	6,176	–	–	0.48%	53
2021 Q3	$1.63M	Hold	6,176	–	–	0.45%	56
2021 Q2	$1.54M	Buy	+6,176	New	+$1.56M	0.41%	55

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

Family Management's AMP Position: Q2 2026 in Review

Family Management increased its Ameriprise Financial (AMP) stake by 126% in Q2 2026, buying an estimated $3.74M and bringing the position to 14,663 shares worth $6.73M. The position accounts for 0.69% of the portfolio, ranked #32.

Family Management first reported a position in AMP in Q2 2021 and has held it in 21 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Family Management held 14,663 shares of Ameriprise Financial worth $6.73M as of Q2 2026.
Family Management bought 8,161 Ameriprise Financial shares in Q2 2026, an estimated $3.74M.
Ameriprise Financial made up 0.69% of Family Management's portfolio in Q2 2026, its #32 holding.
Family Management first reported a position in Ameriprise Financial in Q2 2021 and has held it in 21 quarters since.
1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.