Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Ameriprise Financial AMP Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$15.9M Sell
35,732
-6,622
-16% -$3.19M 0.37% 70
2025
Q4 		$20.8M Sell
42,354
-5,840
-12% -$2.77M 0.46% 50
2025
Q3 		$23.7M Sell
48,194
-308
-0.6% -$158K 0.09% 197
2025
Q2 		$25.9M Sell
48,502
-463
-0.9% -$229K 0.11% 166
2025
Q1 		$23.7M Sell
48,965
-2,640
-5% -$1.38M 0.12% 150
2024
Q4 		$26.9M Sell
51,605
-7,387
-13% -$3.94M 0.13% 140
2024
Q3 		$27M Buy
58,992
+1,471
+3% +$638K 0.19% 102
2024
Q2 		$24.7M Buy
57,521
+51,968
+936% +$22.2M 0.21% 79
2024
Q1 		$2.43M Buy
+5,553
New +$2.22M 0.03% 278

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners's AMP Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Ameriprise Financial (AMP) stake by 16% in Q1 2026, selling an estimated $3.19M and leaving 35,732 shares worth $15.9M. The position accounts for 0.37% of the portfolio, ranked #70.

Kovitz Investment Group Partners first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $27M in Q3 2024. 1,386 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Kovitz Investment Group Partners held 35,732 shares of Ameriprise Financial worth $15.9M as of Q1 2026.
  • Kovitz Investment Group Partners sold 6,622 Ameriprise Financial shares in Q1 2026, an estimated $3.19M.
  • Ameriprise Financial made up 0.37% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #70 holding.
  • Kovitz Investment Group Partners first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Ameriprise Financial position peaked at $27M in Q3 2024.
  • 1,386 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.