Pallas Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Pallas Capital Advisors’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	$538K	Buy	1,172 +2	+0.2%	+$917	0.02%	543
2026 Q1	$520K	Sell	1,170 -327	-22%	-$158K	0.02%	498
2025 Q4	$734K	Buy	1,497 +676	+82%	+$321K	0.02%	434
2025 Q3	$403K	Sell	821 -71	-8%	-$36.4K	0.01%	579
2025 Q2	$476K	Sell	892 -600	-40%	-$296K	0.02%	517
2025 Q1	$722K	Buy	+1,492	New	+$783K	0.03%	373
2021 Q4	–	Sell	-709	Closed	-$220K	–	352
2021 Q3	$220K	Sell	709 -76	-10%	-$19.9K	0.02%	356
2021 Q2	$201K	Buy	+785	New	+$198K	0.03%	299

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

Pallas Capital Advisors's AMP Position: Q2 2026 in Review

Pallas Capital Advisors increased its Ameriprise Financial (AMP) stake by 0.17% in Q2 2026, buying an estimated $917 and bringing the position to 1,172 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #543.

Pallas Capital Advisors first reported a position in AMP in Q2 2021 and has held it in 8 quarters since. The position peaked at $734K in Q4 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Pallas Capital Advisors held 1,172 shares of Ameriprise Financial worth $538K as of Q2 2026.
Pallas Capital Advisors bought 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
Ameriprise Financial made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #543 holding.
Pallas Capital Advisors first reported a position in Ameriprise Financial in Q2 2021 and has held it in 8 quarters since.
Pallas Capital Advisors's Ameriprise Financial position peaked at $734K in Q4 2025.
1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

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