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Legacy Capital Group California’s Ameriprise Financial AMP Stock Holding History

Legacy Capital Group California’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 		$574K Sell
1,252
-35
-3% -$16K 0.17% 174
2026
Q1 		$572K Sell
1,287
-186
-13% -$89.6K 0.22% 157
2025
Q4 		$722K Sell
1,473
-142
-9% -$67.4K 0.18% 154
2025
Q3 		$793K Sell
1,615
-9
-0.6% -$4.61K 0.2% 133
2025
Q2 		$867K Sell
1,624
-46
-3% -$22.7K 0.24% 110
2025
Q1 		$808K Sell
1,670
-4
-0.2% -$2.1K 0.28% 94
2024
Q4 		$891K Sell
1,674
-682
-29% -$364K 0.27% 89
2024
Q3 		$1.11M Sell
2,356
-12
-0.5% -$5.21K 0.37% 60
2024
Q2 		$1.01M Sell
2,368
-76
-3% -$32.5K 0.36% 68
2024
Q1 		$1.07M Buy
+2,444
New +$979K 0.4% 66

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

Legacy Capital Group California's AMP Position: Q2 2026 in Review

Legacy Capital Group California reduced its Ameriprise Financial (AMP) stake by 2.7% in Q2 2026, selling an estimated $16K and leaving 1,252 shares worth $574K. The position accounts for 0.17% of the portfolio, ranked #174.

Legacy Capital Group California first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Legacy Capital Group California held 1,252 shares of Ameriprise Financial worth $574K as of Q2 2026.
  • Legacy Capital Group California sold 35 Ameriprise Financial shares in Q2 2026, an estimated $16K.
  • Ameriprise Financial made up 0.17% of Legacy Capital Group California's portfolio in Q2 2026, its #174 holding.
  • Legacy Capital Group California first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Legacy Capital Group California's Ameriprise Financial position peaked at $1.11M in Q3 2024.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.