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McElhenny Sheffield Capital Management’s Ameriprise Financial AMP Stock Holding History

McElhenny Sheffield 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
2025
Q2 		– Sell
-883
Closed -$427K – 105
2025
Q1 		$427K Sell
883
-112
-11% -$58.7K 0.16% 66
2024
Q4 		$530K Buy
+995
New +$531K 0.18% 42

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McElhenny Sheffield Capital Management's AMP Position: Q2 2025 in Review

McElhenny Sheffield Capital Management sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 883 shares — an estimated $427K sold.

McElhenny Sheffield Capital Management first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $530K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • McElhenny Sheffield Capital Management reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 883 Ameriprise Financial shares in Q2 2025, an estimated $427K.
  • McElhenny Sheffield Capital Management first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's Ameriprise Financial position peaked at $530K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.