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Kathmere Capital Management’s Ameriprise Financial AMP Stock Holding History

Kathmere Capital Management’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 		$479K Buy
1,044
+269
+35% +$123K 0.03% 408
2026
Q1 		$344K Sell
775
-78
-9% -$37.6K 0.02% 439
2025
Q4 		$418K Buy
853
+134
+19% +$63.6K 0.03% 348
2025
Q3 		$353K Sell
719
-508
-41% -$260K 0.03% 355
2025
Q2 		$655K Buy
1,227
+506
+70% +$250K 0.05% 231
2025
Q1 		$349K Buy
721
+4
+0.6% +$2.1K 0.03% 297
2024
Q4 		$382K Buy
717
+5
+0.7% +$2.67K 0.03% 276
2024
Q3 		$335K Hold
712
– – 0.03% 276
2024
Q2 		$304K Hold
712
– – 0.03% 254
2024
Q1 		$312K Hold
712
– – 0.04% 225
2023
Q4 		$270K Sell
712
-6
-0.8% -$2.06K 0.04% 219
2023
Q3 		$237K Sell
718
-20
-3% -$6.83K 0.04% 226
2023
Q2 		$245K Buy
738
+2
+0.3% +$615 0.04% 200
2023
Q1 		$226K Sell
736
-22
-3% -$7.21K 0.04% 184
2022
Q4 		$236K Buy
+758
New +$231K 0.04% 169
2022
Q3 		– Sell
-1,408
Closed -$335K – 169
2022
Q2 		$335K Buy
1,408
+6
+0.4% +$1.61K 0.06% 108
2022
Q1 		$421K Buy
1,402
+199
+17% +$60.2K 0.07% 92
2021
Q4 		$363K Sell
1,203
-152
-11% -$45K 0.06% 95
2021
Q3 		$358K Buy
1,355
+152
+13% +$39.8K 0.06% 96
2021
Q2 		$299K Hold
1,203
– – 0.06% 109
2021
Q1 		$280K Buy
1,203
+4
+0.3% +$865 0.06% 111
2020
Q4 		$233K Hold
1,199
– – 0.05% 113
2020
Q3 		$185K Sell
1,199
-837
-41% -$129K 0.05% 114
2020
Q2 		$305K Buy
+2,036
New +$261K 0.09% 81

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

Kathmere Capital Management's AMP Position: Q2 2026 in Review

Kathmere Capital Management increased its Ameriprise Financial (AMP) stake by 35% in Q2 2026, buying an estimated $123K and bringing the position to 1,044 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #408.

Kathmere Capital Management first reported a position in AMP in Q2 2020 and has held it in 24 quarters since. The position peaked at $655K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Kathmere Capital Management held 1,044 shares of Ameriprise Financial worth $479K as of Q2 2026.
  • Kathmere Capital Management bought 269 Ameriprise Financial shares in Q2 2026, an estimated $123K.
  • Ameriprise Financial made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #408 holding.
  • Kathmere Capital Management first reported a position in Ameriprise Financial in Q2 2020 and has held it in 24 quarters since.
  • Kathmere Capital Management's Ameriprise Financial position peaked at $655K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.