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Novare Capital Management’s Ameriprise Financial AMP Stock Holding History

Novare Capital 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
Q2 		$12.2M Buy
26,663
+630
+2% +$289K 0.87% 38
2026
Q1 		$11.6M Buy
26,033
+431
+2% +$208K 0.92% 39
2025
Q4 		$12.6M Buy
25,602
+160
+0.6% +$75.9K 0.94% 36
2025
Q3 		$12.5M Sell
25,442
-888
-3% -$455K 0.95% 34
2025
Q2 		$14.1M Buy
26,330
+104
+0.4% +$51.4K 1.14% 24
2025
Q1 		$12.7M Sell
26,226
-572
-2% -$300K 1.11% 26
2024
Q4 		$14.3M Sell
26,798
-1,561
-6% -$833K 1.2% 21
2024
Q3 		$13.3M Sell
28,359
-167
-0.6% -$72.5K 1.13% 25
2024
Q2 		$12.2M Sell
28,526
-939
-3% -$401K 1.1% 29
2024
Q1 		$12.9M Sell
29,465
-6
-0% -$2.4K 1.17% 26
2023
Q4 		$11.2M Sell
29,471
-926
-3% -$318K 1.14% 31
2023
Q3 		$10M Sell
30,397
-1,012
-3% -$345K 1.13% 28
2023
Q2 		$10.4M Sell
31,409
-770
-2% -$237K 1.12% 27
2023
Q1 		$9.86M Sell
32,179
-1,568
-5% -$514K 1.12% 28
2022
Q4 		$10.5M Sell
33,747
-439
-1% -$134K 1.24% 24
2022
Q3 		$8.61M Buy
34,186
+543
+2% +$143K 1.1% 32
2022
Q2 		$8M Buy
33,643
+1,480
+5% +$396K 0.99% 36
2022
Q1 		$9.66M Sell
32,163
-1,378
-4% -$417K 1.03% 32
2021
Q4 		$10.1M Sell
33,541
-943
-3% -$279K 1.03% 39
2021
Q3 		$9.11M Sell
34,484
-166
-0.5% -$43.4K 1.01% 42
2021
Q2 		$8.62M Buy
34,650
+507
+1% +$128K 0.96% 43
2021
Q1 		$7.94M Buy
34,143
+88
+0.3% +$19K 0.96% 47
2020
Q4 		$6.62M Buy
34,055
+694
+2% +$124K 0.86% 56
2020
Q3 		$5.14M Buy
+33,361
New +$5.14M 0.72% 63

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

Novare Capital Management's AMP Position: Q2 2026 in Review

Novare Capital Management increased its Ameriprise Financial (AMP) stake by 2.4% in Q2 2026, buying an estimated $289K and bringing the position to 26,663 shares worth $12.2M. The position accounts for 0.87% of the portfolio, ranked #38.

Novare Capital Management first reported a position in AMP in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.3M in Q4 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Novare Capital Management held 26,663 shares of Ameriprise Financial worth $12.2M as of Q2 2026.
  • Novare Capital Management bought 630 Ameriprise Financial shares in Q2 2026, an estimated $289K.
  • Ameriprise Financial made up 0.87% of Novare Capital Management's portfolio in Q2 2026, its #38 holding.
  • Novare Capital Management first reported a position in Ameriprise Financial in Q3 2020 and has held it in 24 quarters since.
  • Novare Capital Management's Ameriprise Financial position peaked at $14.3M in Q4 2024.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.