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LRI Investments’s Ameriprise Financial AMP Stock Holding History

LRI Investments’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 		$181K Buy
394
+47
+14% +$21.5K 0.01% 348
2026
Q1 		$154K Sell
347
-33
-9% -$15.9K 0.01% 331
2025
Q4 		$186K Hold
380
– – 0.02% 294
2025
Q3 		$187K Hold
380
– – 0.02% 300
2025
Q2 		$203K Sell
380
-99
-21% -$48.9K 0.02% 285
2025
Q1 		$232K Sell
479
-234
-33% -$123K 0.02% 245
2024
Q4 		$380K Hold
713
– – 0.04% 173
2024
Q3 		$400K Buy
713
+67
+10% +$29.1K 0.04% 180
2024
Q2 		$276K Buy
+646
New +$276K 0.03% 193

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

LRI Investments's AMP Position: Q2 2026 in Review

LRI Investments increased its Ameriprise Financial (AMP) stake by 14% in Q2 2026, buying an estimated $21.5K and bringing the position to 394 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #348.

LRI Investments first reported a position in AMP in Q2 2024 and has held it in 9 quarters since. The position peaked at $400K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • LRI Investments held 394 shares of Ameriprise Financial worth $181K as of Q2 2026.
  • LRI Investments bought 47 Ameriprise Financial shares in Q2 2026, an estimated $21.5K.
  • Ameriprise Financial made up 0.01% of LRI Investments's portfolio in Q2 2026, its #348 holding.
  • LRI Investments first reported a position in Ameriprise Financial in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Ameriprise Financial position peaked at $400K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.