North Star Investment Management’s Ameriprise Financial AMP Stock Holding History

North Star Investment 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 Q1	$140K	Buy	316 +3	+1%	+$1.45K	0.01%	548
2025 Q4	$153K	Buy	313 +6	+2%	+$2.85K	0.01%	480
2025 Q3	$151K	Hold	307	–	–	0.01%	466
2025 Q2	$164K	Hold	307	–	–	0.01%	447
2025 Q1	$149K	Hold	307	–	–	0.01%	456
2024 Q4	$163K	Hold	307	–	–	0.01%	443
2024 Q3	$144K	Hold	307	–	–	0.01%	455
2024 Q2	$131K	Hold	307	–	–	0.01%	463
2024 Q1	$135K	Hold	307	–	–	0.01%	474
2023 Q4	$117K	Hold	307	–	–	0.01%	478
2023 Q3	$101K	Hold	307	–	–	0.01%	498
2023 Q2	$102K	Hold	307	–	–	0.01%	510
2023 Q1	$94.1K	Buy	307 +300	+4,286%	+$98.3K	0.01%	523
2022 Q4	$2.18K	Buy	+7	New	+$2.13K	﹤0.01%	1065
2017 Q2	–	Sell	-290	Closed	-$38K	–	1075
2017 Q1	$38K	Hold	290	–	–	0.01%	564
2016 Q4	$32K	Sell	290 -330	-53%	-$34.8K	﹤0.01%	560
2016 Q3	$62K	Hold	620	–	–	0.01%	383
2016 Q2	$56K	Hold	620	–	–	0.01%	391
2016 Q1	$58K	Hold	620	–	–	0.01%	384
2015 Q4	$66K	Hold	620	–	–	0.01%	374
2015 Q3	$68K	Buy	+620	New	+$73.1K	0.01%	371
2014 Q2	–	Sell	-38	Closed	-$4K	–	674
2014 Q1	$4K	Buy	+38	New	+$4.16K	﹤0.01%	603

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

North Star Investment Management's AMP Position: Q1 2026 in Review

North Star Investment Management increased its Ameriprise Financial (AMP) stake by 0.96% in Q1 2026, buying an estimated $1.45K and bringing the position to 316 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #548.

North Star Investment Management first reported a position in AMP in Q1 2014 and has held it in 22 quarters since. The position peaked at $164K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

North Star Investment Management held 316 shares of Ameriprise Financial worth $140K as of Q1 2026.
North Star Investment Management bought 3 Ameriprise Financial shares in Q1 2026, an estimated $1.45K.
Ameriprise Financial made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #548 holding.
North Star Investment Management first reported a position in Ameriprise Financial in Q1 2014 and has held it in 22 quarters since.
North Star Investment Management's Ameriprise Financial position peaked at $164K in Q2 2025.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.