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IEQ Capital’s Ameriprise Financial AMP Stock Holding History

IEQ 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
Q1 		$27.2M Buy
61,221
+14,241
+30% +$6.86M 0.13% 150
2025
Q4 		$23M Buy
46,980
+37,431
+392% +$17.8M 0.07% 185
2025
Q3 		$4.69M Sell
9,549
-3,321
-26% -$1.7M 0.01% 503
2025
Q2 		$6.87M Sell
12,870
-61
-0.5% -$30.1K 0.04% 340
2025
Q1 		$6.26M Buy
12,931
+3,945
+44% +$2.07M 0.05% 288
2024
Q4 		$4.78M Buy
8,986
+708
+9% +$378K 0.05% 276
2024
Q3 		$3.89M Buy
8,278
+699
+9% +$303K 0.05% 229
2024
Q2 		$3.24M Buy
7,579
+416
+6% +$178K 0.04% 240
2024
Q1 		$3.14M Buy
7,163
+1,219
+21% +$488K 0.05% 245
2023
Q4 		$2.26M Buy
5,944
+605
+11% +$207K 0.04% 270
2023
Q3 		$1.76M Sell
5,339
-122
-2% -$41.6K 0.04% 286
2023
Q2 		$1.81M Buy
5,461
+53
+1% +$16.3K 0.04% 283
2023
Q1 		$1.66M Buy
5,408
+596
+12% +$195K 0.04% 285
2022
Q4 		$1.5M Sell
4,812
-61
-1% -$18.6K 0.04% 291
2022
Q3 		$1.23M Buy
4,873
+1,636
+51% +$430K 0.03% 318
2022
Q2 		$769K Buy
3,237
+880
+37% +$236K 0.02% 364
2022
Q1 		$708K Buy
2,357
+490
+26% +$148K 0.02% 409
2021
Q4 		$563K Sell
1,867
-143
-7% -$42.3K 0.01% 433
2021
Q3 		$531K Buy
2,010
+595
+42% +$156K 0.01% 416
2021
Q2 		$352K Buy
1,415
+326
+30% +$82.2K 0.01% 426
2021
Q1 		$253K Buy
+1,089
New +$235K 0.01% 406
2020
Q1 		– Sell
-1,663
Closed -$278K – 375
2019
Q4 		$278K Buy
+1,663
New +$258K 0.02% 327

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

IEQ Capital's AMP Position: Q1 2026 in Review

IEQ Capital increased its Ameriprise Financial (AMP) stake by 30% in Q1 2026, buying an estimated $6.86M and bringing the position to 61,221 shares worth $27.2M. The position accounts for 0.13% of the portfolio, ranked #150.

IEQ Capital first reported a position in AMP in Q4 2019 and has held it in 22 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • IEQ Capital held 61,221 shares of Ameriprise Financial worth $27.2M as of Q1 2026.
  • IEQ Capital bought 14,241 Ameriprise Financial shares in Q1 2026, an estimated $6.86M.
  • Ameriprise Financial made up 0.13% of IEQ Capital's portfolio in Q1 2026, its #150 holding.
  • IEQ Capital first reported a position in Ameriprise Financial in Q4 2019 and has held it in 22 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.