Kelleher Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Kelleher Financial Advisors’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	$810K	Buy	1,766 +1,460	+477%	+$669K	0.12%	124
2026 Q1	$136K	Sell	306 -29	-9%	-$14K	0.03%	243
2025 Q4	$164K	Hold	335	–	–	0.04%	241
2025 Q3	$165K	Buy	+335	New	+$172K	0.04%	201
2017 Q1	–	Sell	-3,389	Closed	-$375K	–	88
2016 Q4	$375K	Sell	3,389 -150	-4%	-$15.8K	0.21%	93
2016 Q3	$353K	Hold	3,539	–	–	0.2%	91
2016 Q2	$317K	Hold	3,539	–	–	0.19%	95
2016 Q1	$332K	Hold	3,539	–	–	0.18%	106
2015 Q4	$376K	Hold	3,539	–	–	0.26%	78
2015 Q3	$386K	Hold	3,539	–	–	0.26%	77
2015 Q2	$442K	Hold	3,539	–	–	0.25%	74
2015 Q1	$463K	Hold	3,539	–	–	0.26%	71
2014 Q4	$468K	Hold	3,539	–	–	0.25%	70
2014 Q3	$447K	Hold	3,539	–	–	0.24%	73
2014 Q2	$425K	Hold	3,539	–	–	0.22%	72
2014 Q1	$389K	Hold	3,539	–	–	0.21%	73
2013 Q4	$407K	Buy	+3,539	New	+$366K	0.21%	71

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kelleher Financial Advisors's AMP Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Ameriprise Financial (AMP) stake by 477% in Q2 2026, buying an estimated $669K and bringing the position to 1,766 shares worth $810K. The position accounts for 0.12% of the portfolio, ranked #124.

Kelleher Financial Advisors first reported a position in AMP in Q4 2013 and has held it in 17 quarters since. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Kelleher Financial Advisors held 1,766 shares of Ameriprise Financial worth $810K as of Q2 2026.
Kelleher Financial Advisors bought 1,460 Ameriprise Financial shares in Q2 2026, an estimated $669K.
Ameriprise Financial made up 0.12% of Kelleher Financial Advisors's portfolio in Q2 2026, its #124 holding.
Kelleher Financial Advisors first reported a position in Ameriprise Financial in Q4 2013 and has held it in 17 quarters since.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.