Globeflex Capital’s Ameriprise Financial AMP Stock Holding History

Globeflex Capital’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	$394K	Buy	858 +503	+142%	+$231K	0.05%	260
2026 Q1	$158K	Hold	355	–	–	0.02%	324
2025 Q4	$174K	Buy	+355	New	+$168K	0.03%	318
2020 Q4	–	Sell	-1,274	Closed	-$196K	–	474
2020 Q3	$196K	Sell	1,274 -1,565	-55%	-$241K	0.05%	360
2020 Q2	$426K	Hold	2,839	–	–	0.11%	301
2020 Q1	$291K	Hold	2,839	–	–	0.09%	316
2019 Q4	$473K	Hold	2,839	–	–	0.09%	321
2019 Q3	$418K	Hold	2,839	–	–	0.09%	314
2019 Q2	$412K	Hold	2,839	–	–	0.09%	315
2019 Q1	$364K	Sell	2,839 -1,047	-27%	-$130K	0.08%	334
2018 Q4	$406K	Hold	3,886	–	–	0.1%	303
2018 Q3	$574K	Hold	3,886	–	–	0.11%	277
2018 Q2	$544K	Hold	3,886	–	–	0.11%	283
2018 Q1	$575K	Hold	3,886	–	–	0.12%	262
2017 Q4	$659K	Sell	3,886 -253	-6%	-$40.5K	0.18%	198
2017 Q3	$615K	Sell	4,139 -6,922	-63%	-$966K	0.18%	209
2017 Q2	$1.41M	Buy	11,061 +5,801	+110%	+$737K	0.35%	101
2017 Q1	$682K	Buy	+5,260	New	+$651K	0.16%	223

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

Globeflex Capital's AMP Position: Q2 2026 in Review

Globeflex Capital increased its Ameriprise Financial (AMP) stake by 142% in Q2 2026, buying an estimated $231K and bringing the position to 858 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #260.

Globeflex Capital first reported a position in AMP in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.41M in Q2 2017. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Globeflex Capital held 858 shares of Ameriprise Financial worth $394K as of Q2 2026.
Globeflex Capital bought 503 Ameriprise Financial shares in Q2 2026, an estimated $231K.
Ameriprise Financial made up 0.05% of Globeflex Capital's portfolio in Q2 2026, its #260 holding.
Globeflex Capital first reported a position in Ameriprise Financial in Q1 2017 and has held it in 18 quarters since.
Globeflex Capital's Ameriprise Financial position peaked at $1.41M in Q2 2017.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.