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Montag & Associates’s Ameriprise Financial AMP Stock Holding History

Montag & Associates’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 		$212K Hold
462
– – 0.01% 415
2026
Q1 		$205K Hold
462
– – 0.01% 421
2025
Q4 		$227K Buy
462
+280
+154% +$133K 0.01% 396
2025
Q3 		$89.5K Hold
182
– – ﹤0.01% 502
2025
Q2 		$97.3K Sell
182
-4
-2% -$1.98K ﹤0.01% 480
2025
Q1 		$90K Hold
186
– – ﹤0.01% 513
2024
Q4 		$99K Hold
186
– – ﹤0.01% 501
2024
Q3 		$87.4K Hold
186
– – ﹤0.01% 523
2024
Q2 		$79.5K Hold
186
– – ﹤0.01% 523
2024
Q1 		$81.5K Hold
186
– – ﹤0.01% 516
2023
Q4 		$70.6K Hold
186
– – ﹤0.01% 520
2023
Q3 		$61.3K Hold
186
– – ﹤0.01% 516
2023
Q2 		$61.8K Hold
186
– – ﹤0.01% 532
2023
Q1 		$57K Hold
186
– – ﹤0.01% 533
2022
Q4 		$57.9K Buy
186
+21
+13% +$6.41K ﹤0.01% 520
2022
Q3 		$42K Hold
165
– – ﹤0.01% 569
2022
Q2 		$39K Hold
165
– – ﹤0.01% 561
2022
Q1 		$50K Sell
165
-618
-79% -$187K ﹤0.01% 557
2021
Q4 		$236K Hold
783
– – 0.01% 372
2021
Q3 		$207K Hold
783
– – 0.01% 378
2021
Q2 		$195K Sell
783
-60
-7% -$15.1K 0.01% 392
2021
Q1 		$196K Buy
843
+75
+10% +$16.2K 0.01% 385
2020
Q4 		$149K Buy
+768
New +$137K 0.01% 402

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

Montag & Associates's AMP Position: Q2 2026 in Review

Montag & Associates held its Ameriprise Financial (AMP) position steady in Q2 2026 at 462 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #415.

Montag & Associates first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $236K in Q4 2021. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Montag & Associates held 462 shares of Ameriprise Financial worth $212K as of Q2 2026.
  • Montag & Associates left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #415 holding.
  • Montag & Associates first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Ameriprise Financial position peaked at $236K in Q4 2021.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.