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Lebenthal Global Advisors’s Ameriprise Financial AMP Stock Holding History

Lebenthal Global 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
Q1 		$1.5M Buy
3,386
+309
+10% +$149K 0.22% 73
2025
Q4 		$1.51M Buy
3,077
+176
+6% +$83.5K 0.23% 71
2025
Q3 		$1.43M Buy
2,901
+199
+7% +$102K 0.25% 69
2025
Q2 		$1.44M Buy
2,702
+145
+6% +$71.6K 0.27% 61
2025
Q1 		$1.24M Buy
2,557
+158
+7% +$82.9K 0.23% 59
2024
Q4 		$1.28M Buy
2,399
+224
+10% +$120K 0.23% 67
2024
Q3 		$1.02M Buy
2,175
+321
+17% +$139K 0.21% 75
2024
Q2 		$792K Buy
1,854
+258
+16% +$110K 0.17% 83
2024
Q1 		$700K Buy
1,596
+156
+11% +$62.5K 0.16% 85
2023
Q4 		$547K Buy
+1,440
New +$494K 0.13% 105
2021
Q1 		– Sell
-120
Closed -$23K – 151
2020
Q4 		$23K Buy
+120
New +$21.5K 0.02% 357

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Lebenthal Global Advisors's AMP Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Ameriprise Financial (AMP) stake by 10% in Q1 2026, buying an estimated $149K and bringing the position to 3,386 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #73.

Lebenthal Global Advisors first reported a position in AMP in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Lebenthal Global Advisors held 3,386 shares of Ameriprise Financial worth $1.5M as of Q1 2026.
  • Lebenthal Global Advisors bought 309 Ameriprise Financial shares in Q1 2026, an estimated $149K.
  • Ameriprise Financial made up 0.22% of Lebenthal Global Advisors's portfolio in Q1 2026, its #73 holding.
  • Lebenthal Global Advisors first reported a position in Ameriprise Financial in Q4 2020 and has held it in 11 quarters since.
  • Lebenthal Global Advisors's Ameriprise Financial position peaked at $1.51M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.