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InceptionR’s Ameriprise Financial AMP Stock Holding History

InceptionR’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 		$1.98M Sell
4,317
-524
-11% -$240K 0.49% 8
2026
Q1 		$2.15M Buy
4,841
+863
+22% +$416K 0.52% 10
2025
Q4 		$1.95M Buy
3,978
+563
+16% +$267K 0.54% 2
2025
Q3 		$1.68M Buy
3,415
+1,904
+126% +$976K 0.41% 25
2025
Q2 		$806K Buy
1,511
+420
+38% +$208K 0.19% 196
2025
Q1 		$528K Sell
1,091
-188
-15% -$98.6K 0.16% 262
2024
Q4 		$681K Sell
1,279
-561
-30% -$299K 0.15% 266
2024
Q3 		$864K Buy
1,840
+1,269
+222% +$551K 0.21% 172
2024
Q2 		$244K Sell
571
-175
-23% -$74.8K 0.07% 459
2024
Q1 		$327K Sell
746
-753
-50% -$301K 0.08% 399
2023
Q4 		$569K Buy
1,499
+637
+74% +$218K 0.41% 76
2023
Q3 		$284K Sell
862
-623
-42% -$213K 0.16% 267
2023
Q2 		$493K Buy
+1,485
New +$456K 0.26% 147
2023
Q1 		– Sell
-1,765
Closed -$550K – 428
2022
Q4 		$550K Buy
+1,765
New +$538K 0.29% 134

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

InceptionR's AMP Position: Q2 2026 in Review

InceptionR reduced its Ameriprise Financial (AMP) stake by 11% in Q2 2026, selling an estimated $240K and leaving 4,317 shares worth $1.98M. The position accounts for 0.49% of the portfolio, ranked #8.

InceptionR first reported a position in AMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q1 2026. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • InceptionR held 4,317 shares of Ameriprise Financial worth $1.98M as of Q2 2026.
  • InceptionR sold 524 Ameriprise Financial shares in Q2 2026, an estimated $240K.
  • Ameriprise Financial made up 0.49% of InceptionR's portfolio in Q2 2026, its #8 holding.
  • InceptionR first reported a position in Ameriprise Financial in Q4 2022 and has held it in 14 quarters since.
  • InceptionR's Ameriprise Financial position peaked at $2.15M in Q1 2026.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.