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Neville Rodie & Shaw’s Ameriprise Financial AMP Stock Holding History

Neville Rodie & Shaw’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 		$324K Sell
706
-400
-36% -$183K 0.02% 203
2026
Q1 		$491K Hold
1,106
– – 0.04% 171
2025
Q4 		$542K Sell
1,106
-1,502
-58% -$713K 0.04% 170
2025
Q3 		$1.28M Buy
+2,608
New +$1.34M 0.09% 114

Other funds holding AMP

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Neville Rodie & Shaw's AMP Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Ameriprise Financial (AMP) stake by 36% in Q2 2026, selling an estimated $183K and leaving 706 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #203.

Neville Rodie & Shaw first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q3 2025. 490 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Neville Rodie & Shaw held 706 shares of Ameriprise Financial worth $324K as of Q2 2026.
  • Neville Rodie & Shaw sold 400 Ameriprise Financial shares in Q2 2026, an estimated $183K.
  • Ameriprise Financial made up 0.02% of Neville Rodie & Shaw's portfolio in Q2 2026, its #203 holding.
  • Neville Rodie & Shaw first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • Neville Rodie & Shaw's Ameriprise Financial position peaked at $1.28M in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.