Northcape Wealth Management’s Ameriprise Financial AMP Stock Holding History

Northcape Wealth 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	$578K	Hold	1,300	–	–	0.16%	93
2025 Q4	$637K	Hold	1,300	–	–	0.18%	88
2025 Q3	$639K	Hold	1,300	–	–	0.19%	90
2025 Q2	$694K	Hold	1,300	–	–	0.21%	83
2025 Q1	$629K	Sell	1,300 -17	-1%	-$8.92K	0.2%	90
2024 Q4	$701K	Hold	1,317	–	–	0.23%	80
2024 Q3	$619K	Hold	1,317	–	–	0.2%	87
2024 Q2	$563K	Hold	1,317	–	–	0.2%	89
2024 Q1	$577K	Hold	1,317	–	–	0.21%	84
2023 Q4	$500K	Hold	1,317	–	–	0.18%	94
2023 Q3	$434K	Hold	1,317	–	–	0.17%	99
2023 Q2	$437K	Hold	1,317	–	–	0.16%	104
2023 Q1	$404K	Buy	+1,317	New	+$431K	0.15%	110
2022 Q4	–	Sell	-1,785	Closed	-$450K	–	76
2022 Q3	$450K	Hold	1,785	–	–	0.16%	94
2022 Q2	$424K	Sell	1,785 -15	-0.8%	-$4.02K	0.16%	83
2022 Q1	$541K	Hold	1,800	–	–	0.16%	94
2021 Q4	$543K	Buy	+1,800	New	+$532K	0.18%	79

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

Northcape Wealth Management's AMP Position: Q1 2026 in Review

Northcape Wealth Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,300 shares worth $578K. The position accounts for 0.16% of the portfolio, ranked #93.

Northcape Wealth Management first reported a position in AMP in Q4 2021 and has held it in 17 quarters since. The position peaked at $701K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Northcape Wealth Management held 1,300 shares of Ameriprise Financial worth $578K as of Q1 2026.
Northcape Wealth Management left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.16% of Northcape Wealth Management's portfolio in Q1 2026, its #93 holding.
Northcape Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 17 quarters since.
Northcape Wealth Management's Ameriprise Financial position peaked at $701K in Q4 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.