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Fidelis Capital Partners’s Ameriprise Financial AMP Stock Holding History

Fidelis Capital Partners’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 		$399K Buy
898
+33
+4% +$15.9K 0.03% 353
2025
Q4 		$424K Buy
865
+66
+8% +$31.3K 0.03% 341
2025
Q3 		$393K Buy
799
+88
+12% +$45.1K 0.03% 346
2025
Q2 		$361K Buy
711
+10
+1% +$4.94K 0.03% 317
2025
Q1 		$327K Buy
701
+5
+0.7% +$2.62K 0.03% 304
2024
Q4 		$374K Buy
696
+9
+1% +$4.8K 0.04% 300
2024
Q3 		$358K Buy
687
+9
+1% +$3.9K 0.04% 289
2024
Q2 		$266K Buy
678
+35
+5% +$15K 0.04% 304
2024
Q1 		$282K Sell
643
-13
-2% -$5.21K 0.04% 299
2023
Q4 		$249K Buy
656
+32
+5% +$11K 0.06% 277
2023
Q3 		$206K Buy
+624
New +$213K 0.07% 256

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelis Capital Partners's AMP Position: Q1 2026 in Review

Fidelis Capital Partners increased its Ameriprise Financial (AMP) stake by 3.8% in Q1 2026, buying an estimated $15.9K and bringing the position to 898 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #353.

Fidelis Capital Partners first reported a position in AMP in Q3 2023 and has held it in 11 quarters since. The position peaked at $424K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Fidelis Capital Partners held 898 shares of Ameriprise Financial worth $399K as of Q1 2026.
  • Fidelis Capital Partners bought 33 Ameriprise Financial shares in Q1 2026, an estimated $15.9K.
  • Ameriprise Financial made up 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #353 holding.
  • Fidelis Capital Partners first reported a position in Ameriprise Financial in Q3 2023 and has held it in 11 quarters since.
  • Fidelis Capital Partners's Ameriprise Financial position peaked at $424K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.