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Great Lakes Retirement’s Ameriprise Financial AMP Stock Holding History

Great Lakes Retirement’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 		$3.44M Buy
7,509
+131
+2% +$60K 0.31% 70
2026
Q1 		$3.28M Buy
7,378
+20
+0.3% +$9.64K 0.34% 64
2025
Q4 		$3.61M Buy
7,358
+203
+3% +$96.3K 0.38% 56
2025
Q3 		$3.51M Sell
7,155
-241
-3% -$124K 0.38% 54
2025
Q2 		$3.95M Buy
7,396
+254
+4% +$125K 0.47% 46
2025
Q1 		$3.46M Buy
7,142
+121
+2% +$63.5K 0.45% 45
2024
Q4 		$3.74M Sell
7,021
-228
-3% -$122K 0.48% 43
2024
Q3 		$3.41M Buy
7,249
+65
+0.9% +$28.2K 0.44% 49
2024
Q2 		$3.07M Buy
7,184
+792
+12% +$338K 0.42% 50
2024
Q1 		$2.8M Buy
6,392
+122
+2% +$48.8K 0.41% 48
2023
Q4 		$2.38M Buy
6,270
+14
+0.2% +$4.8K 0.39% 52
2023
Q3 		$2.06M Buy
6,256
+38
+0.6% +$13K 0.37% 50
2023
Q2 		$2.07M Buy
6,218
+38
+0.6% +$11.7K 0.37% 51
2023
Q1 		$1.89M Sell
6,180
-100
-2% -$32.8K 0.36% 50
2022
Q4 		$1.96M Buy
+6,280
New +$1.92M 0.5% 29
2020
Q1 		$521K Buy
+5,077
New +$752K 0.24% 62

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Great Lakes Retirement's AMP Position: Q2 2026 in Review

Great Lakes Retirement increased its Ameriprise Financial (AMP) stake by 1.8% in Q2 2026, buying an estimated $60K and bringing the position to 7,509 shares worth $3.44M. The position accounts for 0.31% of the portfolio, ranked #70.

Great Lakes Retirement first reported a position in AMP in Q1 2020 and has held it in 16 quarters since. The position peaked at $3.95M in Q2 2025. 575 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Great Lakes Retirement held 7,509 shares of Ameriprise Financial worth $3.44M as of Q2 2026.
  • Great Lakes Retirement bought 131 Ameriprise Financial shares in Q2 2026, an estimated $60K.
  • Ameriprise Financial made up 0.31% of Great Lakes Retirement's portfolio in Q2 2026, its #70 holding.
  • Great Lakes Retirement first reported a position in Ameriprise Financial in Q1 2020 and has held it in 16 quarters since.
  • Great Lakes Retirement's Ameriprise Financial position peaked at $3.95M in Q2 2025.
  • 575 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.