Kozak & Associates’s Ameriprise Financial AMP Stock Holding History

Kozak & Associates’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	$124K	Buy	258 +1	+0.4%	+$458	0.02%	94
2026 Q1	$117K	Buy	257 +1	+0.4%	+$482	0.02%	98
2025 Q4	$130K	Buy	256 +1	+0.4%	+$475	0.03%	91
2025 Q3	$113K	Sell	255 -9	-3%	-$4.61K	0.02%	107
2025 Q2	$142K	Buy	264 +1	+0.4%	+$494	0.03%	92
2025 Q1	$125K	Buy	263 +1	+0.4%	+$524	0.03%	92
2024 Q4	$140K	Buy	262 +1	+0.4%	+$534	0.03%	92
2024 Q3	$135K	Hold	261	–	–	0.03%	94
2024 Q2	$113K	Buy	261 +1	+0.4%	+$427	0.03%	93
2024 Q1	$113K	Sell	260 -68	-21%	-$27.2K	0.03%	94
2023 Q4	$122K	Buy	328 +1	+0.3%	+$343	0.04%	92
2023 Q3	$107K	Hold	327	–	–	0.04%	97
2023 Q2	$110K	Hold	327	–	–	0.04%	100
2023 Q1	$100K	Hold	327	–	–	0.05%	113
2022 Q4	$102K	Hold	327	–	–	0.05%	106
2022 Q3	$87K	Hold	327	–	–	0.05%	109
2022 Q2	$78K	Hold	327	–	–	0.05%	123
2022 Q1	$89K	Hold	327	–	–	0.06%	122
2021 Q4	$89K	Hold	327	–	–	0.06%	122
2021 Q3	$101K	Buy	+327	New	+$85.5K	0.06%	114

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

Kozak & Associates's AMP Position: Q2 2026 in Review

Kozak & Associates increased its Ameriprise Financial (AMP) stake by 0.39% in Q2 2026, buying an estimated $458 and bringing the position to 258 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #94.

Kozak & Associates first reported a position in AMP in Q3 2021 and has held it in 20 quarters since. The position peaked at $142K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Kozak & Associates held 258 shares of Ameriprise Financial worth $124K as of Q2 2026.
Kozak & Associates bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
Ameriprise Financial made up 0.02% of Kozak & Associates's portfolio in Q2 2026, its #94 holding.
Kozak & Associates first reported a position in Ameriprise Financial in Q3 2021 and has held it in 20 quarters since.
Kozak & Associates's Ameriprise Financial position peaked at $142K in Q2 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.