Joel Greenblatt’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.06M | Sell |
2,306
-58
| -2% | -$26.6K | ﹤0.01% | 1345 |
|
|
2026
Q1 | $1.05M | Buy |
2,364
+337
| +17% | +$162K | ﹤0.01% | 1290 |
|
|
2025
Q4 | $994K | Buy |
2,027
+72
| +4% | +$34.2K | ﹤0.01% | 1258 |
|
|
2025
Q3 | $960K | Buy |
1,955
+42
| +2% | +$21.5K | ﹤0.01% | 1210 |
|
|
2025
Q2 | $1.02M | Sell |
1,913
-1
| -0.1% | -$494 | 0.01% | 1131 |
|
|
2025
Q1 | $927K | Buy |
1,914
+30
| +2% | +$15.7K | 0.01% | 1026 |
|
|
2024
Q4 | $1M | Buy |
1,884
+180
| +11% | +$96.1K | 0.01% | 919 |
|
|
2024
Q3 | $801K | Buy |
1,704
+143
| +9% | +$62K | 0.01% | 970 |
|
|
2024
Q2 | $667K | Buy |
1,561
+340
| +28% | +$145K | 0.01% | 1003 |
|
|
2024
Q1 | $535K | Buy |
1,221
+39
| +3% | +$15.6K | 0.01% | 1024 |
|
|
2023
Q4 | $449K | Buy |
1,182
+86
| +8% | +$29.5K | 0.01% | 1024 |
|
|
2023
Q3 | $361K | Buy |
1,096
+120
| +12% | +$41K | 0.01% | 1058 |
|
|
2023
Q2 | $324K | Sell |
976
-105
| -10% | -$32.3K | 0.01% | 1093 |
|
|
2023
Q1 | $331K | Sell |
1,081
-45
| -4% | -$14.7K | 0.01% | 1095 |
|
|
2022
Q4 | $351K | Buy |
1,126
+309
| +38% | +$94.2K | 0.01% | 1003 |
|
|
2022
Q3 | $206K | Buy |
+817
| New | +$215K | 0.01% | 1083 |
|
|
2022
Q2 | – | Sell |
-2,066
| Closed | -$621K | – | 1109 |
|
|
2022
Q1 | $621K | Sell |
2,066
-2,833
| -58% | -$857K | 0.02% | 729 |
|
|
2021
Q4 | $1.48M | Sell |
4,899
-214
| -4% | -$63.3K | 0.05% | 438 |
|
|
2021
Q3 | $1.35M | Sell |
5,113
-3,073
| -38% | -$804K | 0.05% | 404 |
|
|
2021
Q2 | $2.04M | Buy |
8,186
+4,578
| +127% | +$1.15M | 0.09% | 307 |
|
|
2021
Q1 | $839K | Buy |
+3,608
| New | +$780K | 0.04% | 532 |
|
|
2020
Q1 | – | Sell |
-4,899
| Closed | -$816K | – | 1069 |
|
|
2019
Q4 | $816K | Buy |
4,899
+426
| +10% | +$66K | 0.02% | 672 |
|
|
2019
Q3 | $658K | Buy |
4,473
+2,604
| +139% | +$365K | 0.01% | 685 |
|
|
2019
Q2 | $271K | Buy |
+1,869
| New | +$270K | ﹤0.01% | 982 |
|
|
2019
Q1 | – | Sell |
-4,397
| Closed | -$459K | – | 1165 |
|
|
2018
Q4 | $459K | Buy |
+4,397
| New | +$552K | 0.01% | 780 |
|
|
2016
Q1 | – | Sell |
-1,953
| Closed | -$208K | – | 959 |
|
|
2015
Q4 | $208K | Buy |
1,953
+33
| +2% | +$3.69K | ﹤0.01% | 814 |
|
|
2015
Q3 | $210K | Buy |
1,920
+47
| +3% | +$5.54K | ﹤0.01% | 855 |
|
|
2015
Q2 | $234K | Buy |
+1,873
| New | +$239K | ﹤0.01% | 858 |
|
Other funds holding AMP
Joel Greenblatt's AMP Position: Q2 2026 in Review
Joel Greenblatt reduced its Ameriprise Financial (AMP) stake by 2.5% in Q2 2026, selling an estimated $26.6K and leaving 2,306 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.
Joel Greenblatt first reported a position in AMP in Q2 2015 and has held it in 28 quarters since. The position peaked at $2.04M in Q2 2021. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Joel Greenblatt held 2,306 shares of Ameriprise Financial worth $1.06M as of Q2 2026.
- Joel Greenblatt sold 58 Ameriprise Financial shares in Q2 2026, an estimated $26.6K.
- Ameriprise Financial made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1345 holding.
- Joel Greenblatt first reported a position in Ameriprise Financial in Q2 2015 and has held it in 28 quarters since.
- Joel Greenblatt's Ameriprise Financial position peaked at $2.04M in Q2 2021.
- 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.