Oakworth Capital’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.7K | Hold |
67
| – | – | ﹤0.01% | 542 |
|
|
2026
Q1 | $29.8K | Hold |
67
| – | – | ﹤0.01% | 533 |
|
|
2025
Q4 | $32.9K | Hold |
67
| – | – | ﹤0.01% | 502 |
|
|
2025
Q3 | $32.9K | Hold |
67
| – | – | ﹤0.01% | 494 |
|
|
2025
Q2 | $35.8K | Sell |
67
-16
| -19% | -$7.91K | ﹤0.01% | 382 |
|
|
2025
Q1 | $40.2K | Buy |
83
+16
| +24% | +$8.39K | ﹤0.01% | 379 |
|
|
2024
Q4 | $35.7K | Hold |
67
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $31.5K | Buy |
+67
| New | +$29.1K | ﹤0.01% | 414 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$19K | – | 543 |
|
|
2022
Q1 | $19K | Hold |
63
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $19K | Hold |
63
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $17K | Hold |
63
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $16K | Hold |
63
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $15K | Sell |
63
-23
| -27% | -$4.97K | ﹤0.01% | 419 |
|
|
2020
Q4 | $17K | Hold |
86
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $13K | Hold |
86
| – | – | ﹤0.01% | 401 |
|
|
2020
Q2 | $13K | Hold |
86
| – | – | ﹤0.01% | 380 |
|
|
2020
Q1 | $9K | Hold |
86
| – | – | ﹤0.01% | 381 |
|
|
2019
Q4 | $14K | Hold |
86
| – | – | ﹤0.01% | 404 |
|
|
2019
Q3 | $13K | Sell |
86
-79
| -48% | -$11.1K | ﹤0.01% | 412 |
|
|
2019
Q2 | $24K | Buy |
165
+13
| +9% | +$1.88K | ﹤0.01% | 409 |
|
|
2019
Q1 | $19K | Hold |
152
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $16K | Hold |
152
| – | – | ﹤0.01% | 397 |
|
|
2018
Q3 | $22K | Hold |
152
| – | – | ﹤0.01% | 385 |
|
|
2018
Q2 | $21K | Hold |
152
| – | – | ﹤0.01% | 384 |
|
|
2018
Q1 | $21K | Buy |
152
+39
| +35% | +$6.36K | 0.01% | 364 |
|
|
2017
Q4 | $18K | Sell |
113
-531
| -82% | -$85.1K | ﹤0.01% | 391 |
|
|
2017
Q3 | $89K | Hold |
644
| – | – | 0.02% | 227 |
|
|
2017
Q2 | $82K | Hold |
644
| – | – | 0.02% | 235 |
|
|
2017
Q1 | $84K | Sell |
644
-90
| -12% | -$11.1K | 0.02% | 232 |
|
|
2016
Q4 | $84K | Sell |
734
-100
| -12% | -$10.6K | 0.03% | 220 |
|
|
2016
Q3 | $83K | Sell |
834
-70
| -8% | -$6.78K | 0.03% | 207 |
|
|
2016
Q2 | $92K | Buy |
904
+590
| +188% | +$57K | 0.03% | 201 |
|
|
2016
Q1 | $30K | Hold |
314
| – | – | 0.01% | 260 |
|
|
2015
Q4 | $33K | Buy |
314
+100
| +47% | +$11.2K | 0.01% | 228 |
|
|
2015
Q3 | $23K | Hold |
214
| – | – | 0.01% | 224 |
|
|
2015
Q2 | $27K | Hold |
214
| – | – | 0.01% | 212 |
|
|
2015
Q1 | $27K | Hold |
214
| – | – | 0.01% | 234 |
|
|
2014
Q4 | $28K | Hold |
214
| – | – | 0.01% | 231 |
|
|
2014
Q3 | $27K | Hold |
214
| – | – | 0.02% | 193 |
|
|
2014
Q2 | $26K | Hold |
214
| – | – | 0.02% | 202 |
|
|
2014
Q1 | $24K | Hold |
214
| – | – | 0.02% | 204 |
|
|
2013
Q4 | $25K | Buy |
+214
| New | +$22.1K | 0.02% | 183 |
|
Other funds holding AMP
MIHAS
VF
AP
WCM
MPWT
MIF
Oakworth Capital's AMP Position: Q2 2026 in Review
Oakworth Capital held its Ameriprise Financial (AMP) position steady in Q2 2026 at 67 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #542.
Oakworth Capital first reported a position in AMP in Q4 2013 and has held it in 42 quarters since. The position peaked at $92K in Q2 2016. 374 funds tracked by Wall St. Rank hold AMP as of Q2 2026.
- Oakworth Capital held 67 shares of Ameriprise Financial worth $30.7K as of Q2 2026.
- Oakworth Capital left its Ameriprise Financial share count unchanged in Q2 2026.
- Ameriprise Financial made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #542 holding.
- Oakworth Capital first reported a position in Ameriprise Financial in Q4 2013 and has held it in 42 quarters since.
- Oakworth Capital's Ameriprise Financial position peaked at $92K in Q2 2016.
- 374 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.
Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.