Oak Thistle LLC’s Ameriprise Financial AMP Stock Holding History

Oak Thistle LLC’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	$706K	Sell	1,538 -1,416	-48%	-$649K	0.07%	402
2026 Q1	$1.31M	Buy	+2,954	New	+$1.42M	0.13%	292
2025 Q4	–	Sell	-1,044	Closed	-$513K	–	493
2025 Q3	$513K	Buy	+1,044	New	+$535K	0.08%	369
2025 Q2	–	Sell	-6,394	Closed	-$3.1M	–	453
2025 Q1	$3.1M	Buy	+6,394	New	+$3.35M	0.62%	30
2024 Q3	–	Sell	-2,076	Closed	-$887K	–	399
2024 Q2	$887K	Buy	+2,076	New	+$887K	0.66%	24
2023 Q4	–	Sell	-2,176	Closed	-$717K	–	433
2023 Q3	$717K	Buy	+2,176	New	+$743K	0.21%	205
2023 Q2	–	Sell	-1,051	Closed	-$322K	–	347
2023 Q1	$322K	Buy	+1,051	New	+$344K	0.19%	241
2022 Q3	–	Sell	-2,397	Closed	-$570K	–	118
2022 Q2	$570K	Buy	+2,397	New	+$642K	1.1%	4
2022 Q1	–	Sell	-1,019	Closed	-$307K	–	371
2021 Q4	$307K	Buy	+1,019	New	+$301K	0.24%	191

Other funds holding AMP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Oak Thistle LLC's AMP Position: Q2 2026 in Review

Oak Thistle LLC reduced its Ameriprise Financial (AMP) stake by 48% in Q2 2026, selling an estimated $649K and leaving 1,538 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #402.

Oak Thistle LLC first reported a position in AMP in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.1M in Q1 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Oak Thistle LLC held 1,538 shares of Ameriprise Financial worth $706K as of Q2 2026.
Oak Thistle LLC sold 1,416 Ameriprise Financial shares in Q2 2026, an estimated $649K.
Ameriprise Financial made up 0.07% of Oak Thistle LLC's portfolio in Q2 2026, its #402 holding.
Oak Thistle LLC first reported a position in Ameriprise Financial in Q4 2021 and has held it in 9 quarters since.
Oak Thistle LLC's Ameriprise Financial position peaked at $3.1M in Q1 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.