KIM
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Kestra Investment Management’s Ameriprise Financial AMP Stock Holding History

Kestra Investment 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 		$4.38M Buy
9,544
+6,053
+173% +$2.77M 0.08% 87
2026
Q1 		$1.55M Sell
3,491
-4,250
-55% -$2.05M 0.03% 161
2025
Q4 		$3.8M Buy
7,741
+234
+3% +$111K 0.09% 84
2025
Q3 		$3.69M Sell
7,507
-520
-6% -$267K 0.1% 83
2025
Q2 		$4.2M Buy
8,027
+6,309
+367% +$3.12M 0.06% 99
2025
Q1 		$832K Sell
1,718
-1,537
-47% -$806K 0.03% 195
2024
Q4 		$1.73M Buy
3,255
+822
+34% +$439K 0.07% 94
2024
Q3 		$1.14M Buy
2,433
+721
+42% +$313K 0.05% 109
2024
Q2 		$731K Buy
+1,712
New +$731K 0.05% 72

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

Kestra Investment Management's AMP Position: Q2 2026 in Review

Kestra Investment Management increased its Ameriprise Financial (AMP) stake by 173% in Q2 2026, buying an estimated $2.77M and bringing the position to 9,544 shares worth $4.38M. The position accounts for 0.08% of the portfolio, ranked #87.

Kestra Investment Management first reported a position in AMP in Q2 2024 and has held it in 9 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Kestra Investment Management held 9,544 shares of Ameriprise Financial worth $4.38M as of Q2 2026.
  • Kestra Investment Management bought 6,053 Ameriprise Financial shares in Q2 2026, an estimated $2.77M.
  • Ameriprise Financial made up 0.08% of Kestra Investment Management's portfolio in Q2 2026, its #87 holding.
  • Kestra Investment Management first reported a position in Ameriprise Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.