North Capital’s Ameriprise Financial AMP Stock Holding History

North Capital’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 Q4	–	Sell	-364	Closed	-$179K	–	118
2025 Q3	$179K	Buy	364 +4	+1%	+$2.05K	0.14%	90
2025 Q2	$192K	Hold	360	–	–	0.17%	77
2025 Q1	$174K	Buy	+360	New	+$189K	0.16%	84

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

North Capital's AMP Position: Q4 2025 in Review

North Capital sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 364 shares — an estimated $179K sold.

North Capital first reported a position in AMP in Q1 2025 and held it in 3 quarters. The position peaked at $192K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

North Capital reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
North Capital sold 364 Ameriprise Financial shares in Q4 2025, an estimated $179K.
North Capital first reported a position in Ameriprise Financial in Q1 2025 and held it in 3 quarters.
North Capital's Ameriprise Financial position peaked at $192K in Q2 2025.
1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.