MCM
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McRae Capital Management’s Ameriprise Financial AMP Stock Holding History

McRae 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
Q2 		$555K Buy
1,210
+225
+23% +$103K 0.11% 68
2026
Q1 		$438K Sell
985
-50
-5% -$24.1K 0.09% 75
2025
Q4 		$508K Sell
1,035
-100
-9% -$47.5K 0.1% 65
2025
Q3 		$558K Hold
1,135
– – 0.11% 67
2025
Q2 		$606K Buy
1,135
+50
+5% +$24.7K 0.12% 61
2025
Q1 		$525K Hold
1,085
– – 0.11% 65
2024
Q4 		$578K Hold
1,085
– – 0.11% 61
2024
Q3 		$510K Buy
1,085
+450
+71% +$195K 0.1% 63
2024
Q2 		$271K Hold
635
– – 0.06% 81
2024
Q1 		$278K Buy
+635
New +$254K 0.06% 83

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

McRae Capital Management's AMP Position: Q2 2026 in Review

McRae Capital Management increased its Ameriprise Financial (AMP) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 1,210 shares worth $555K. The position accounts for 0.11% of the portfolio, ranked #68.

McRae Capital Management first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $606K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • McRae Capital Management held 1,210 shares of Ameriprise Financial worth $555K as of Q2 2026.
  • McRae Capital Management bought 225 Ameriprise Financial shares in Q2 2026, an estimated $103K.
  • Ameriprise Financial made up 0.11% of McRae Capital Management's portfolio in Q2 2026, its #68 holding.
  • McRae Capital Management first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • McRae Capital Management's Ameriprise Financial position peaked at $606K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on McRae Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.