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Marathon Capital Management’s Ameriprise Financial AMP Stock Holding History

Marathon Capital Management’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 		– Sell
-435
Closed -$213K – 172
2025
Q4 		$213K Hold
435
– – 0.05% 155
2025
Q3 		$214K Hold
435
– – 0.05% 144
2025
Q2 		$232K Hold
435
– – 0.06% 137
2025
Q1 		$211K Sell
435
-5
-1% -$2.62K 0.06% 142
2024
Q4 		$234K Hold
440
– – 0.06% 133
2024
Q3 		$207K Buy
+440
New +$191K 0.05% 142

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marathon Capital Management's AMP Position: Q1 2026 in Review

Marathon Capital Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 435 shares — an estimated $213K sold.

Marathon Capital Management first reported a position in AMP in Q3 2024 and held it in 6 quarters. The position peaked at $234K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Marathon Capital Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Marathon Capital Management sold 435 Ameriprise Financial shares in Q1 2026, an estimated $213K.
  • Marathon Capital Management first reported a position in Ameriprise Financial in Q3 2024 and held it in 6 quarters.
  • Marathon Capital Management's Ameriprise Financial position peaked at $234K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.