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
Q2 		$16M Sell
34,820
-912
-3% -$418K 0.35% 72
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
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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's AMP Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Ameriprise Financial (AMP) stake by 2.6% in Q2 2026, selling an estimated $418K and leaving 34,820 shares worth $16M. The position accounts for 0.35% of the portfolio, ranked #72.

Kovitz Investment Group Partners first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $27M in Q3 2024. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Kovitz Investment Group Partners held 34,820 shares of Ameriprise Financial worth $16M as of Q2 2026.
  • Kovitz Investment Group Partners sold 912 Ameriprise Financial shares in Q2 2026, an estimated $418K.
  • Ameriprise Financial made up 0.35% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #72 holding.
  • Kovitz Investment Group Partners first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Ameriprise Financial position peaked at $27M in Q3 2024.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.