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Joel Isaacson & Co’s Ameriprise Financial AMP Stock Holding History

Joel Isaacson & Co’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 		$389K Buy
848
+11
+1% +$5.04K 0.01% 341
2026
Q1 		$372K Hold
837
– – 0.01% 325
2025
Q4 		$410K Buy
837
+300
+56% +$142K 0.01% 315
2025
Q3 		$264K Buy
537
+100
+23% +$51.3K 0.01% 382
2025
Q2 		$233K Hold
437
– – 0.01% 383
2025
Q1 		$212K Sell
437
-43
-9% -$22.6K 0.01% 372
2024
Q4 		$256K Hold
480
– – 0.01% 322
2024
Q3 		$226K Hold
480
– – 0.01% 338
2024
Q2 		$205K Hold
480
– – 0.01% 331
2024
Q1 		$210K Buy
+480
New +$192K 0.01% 316
2017
Q1 		– Sell
-547
Closed -$61K – 194
2016
Q4 		$61K Hold
547
– – 0.01% 275
2016
Q3 		$55K Hold
547
– – 0.01% 304
2016
Q2 		$49K Sell
547
-60
-10% -$5.8K 0.01% 327
2016
Q1 		$57K Hold
607
– – 0.01% 316
2015
Q4 		$65K Hold
607
– – 0.02% 290
2015
Q3 		$66K Hold
607
– – 0.02% 285
2015
Q2 		$76K Hold
607
– – 0.02% 289
2015
Q1 		$79K Buy
607
+147
+32% +$19.4K 0.02% 289
2014
Q4 		$61K Hold
460
– – 0.02% 298
2014
Q3 		$57K Hold
460
– – 0.02% 281
2014
Q2 		$55K Hold
460
– – 0.02% 290
2014
Q1 		$51K Hold
460
– – 0.02% 295
2013
Q4 		$53K Hold
460
– – 0.02% 257
2013
Q3 		$42K Hold
460
– – 0.02% 282
2013
Q2 		$37K Buy
+460
New +$35.8K 0.02% 260

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Joel Isaacson & Co's AMP Position: Q2 2026 in Review

Joel Isaacson & Co increased its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, buying an estimated $5.04K and bringing the position to 848 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #341.

Joel Isaacson & Co first reported a position in AMP in Q2 2013 and has held it in 25 quarters since. The position peaked at $410K in Q4 2025. 815 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Joel Isaacson & Co held 848 shares of Ameriprise Financial worth $389K as of Q2 2026.
  • Joel Isaacson & Co bought 11 Ameriprise Financial shares in Q2 2026, an estimated $5.04K.
  • Ameriprise Financial made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #341 holding.
  • Joel Isaacson & Co first reported a position in Ameriprise Financial in Q2 2013 and has held it in 25 quarters since.
  • Joel Isaacson & Co's Ameriprise Financial position peaked at $410K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.