Okabena Investment Services’s Ameriprise Financial AMP Stock Holding History

Okabena Investment Services’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	$242K	Hold	527	–	–	0.04%	139
2026 Q1	$234K	Buy	527 +22	+4%	+$10.6K	0.05%	144
2025 Q4	$248K	Hold	505	–	–	0.05%	135
2025 Q3	$248K	Buy	505 +28	+6%	+$14.4K	0.05%	133
2025 Q2	$255K	Hold	477	–	–	0.06%	124
2025 Q1	$231K	Buy	+477	New	+$250K	0.06%	122
2023 Q2	–	Sell	-10	Closed	-$2.42K	–	158
2023 Q1	$2.42K	Sell	10 -120	-92%	-$39.3K	﹤0.01%	161
2022 Q4	$40.5K	Buy	+130	New	+$39.7K	0.03%	103

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 $3.38T AUM 44.17% 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

Okabena Investment Services's AMP Position: Q2 2026 in Review

Okabena Investment Services held its Ameriprise Financial (AMP) position steady in Q2 2026 at 527 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #139.

Okabena Investment Services first reported a position in AMP in Q4 2022 and has held it in 8 quarters since. The position peaked at $255K in Q2 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Okabena Investment Services held 527 shares of Ameriprise Financial worth $242K as of Q2 2026.
Okabena Investment Services left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.04% of Okabena Investment Services's portfolio in Q2 2026, its #139 holding.
Okabena Investment Services first reported a position in Ameriprise Financial in Q4 2022 and has held it in 8 quarters since.
Okabena Investment Services's Ameriprise Financial position peaked at $255K in Q2 2025.
1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.