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Naples Global Advisors’s Ameriprise Financial AMP Stock Holding History

Naples Global Advisors’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 		$286K Buy
623
+9
+1% +$4.13K 0.02% 415
2026
Q1 		$273K Buy
+614
New +$296K 0.02% 400

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

Naples Global Advisors's AMP Position: Q2 2026 in Review

Naples Global Advisors increased its Ameriprise Financial (AMP) stake by 1.5% in Q2 2026, buying an estimated $4.13K and bringing the position to 623 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #415.

Naples Global Advisors first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,386 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Naples Global Advisors held 623 shares of Ameriprise Financial worth $286K as of Q2 2026.
  • Naples Global Advisors bought 9 Ameriprise Financial shares in Q2 2026, an estimated $4.13K.
  • Ameriprise Financial made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #415 holding.
  • Naples Global Advisors first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.