PCA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pallas Capital Advisors's AMP Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Ameriprise Financial (AMP) stake by 22% in Q1 2026, selling an estimated $158K and leaving 1,170 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #498.

Pallas Capital Advisors first reported a position in AMP in Q2 2021 and has held it in 7 quarters since. The position peaked at $734K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Pallas Capital Advisors held 1,170 shares of Ameriprise Financial worth $520K as of Q1 2026.
  • Pallas Capital Advisors sold 327 Ameriprise Financial shares in Q1 2026, an estimated $158K.
  • Ameriprise Financial made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #498 holding.
  • Pallas Capital Advisors first reported a position in Ameriprise Financial in Q2 2021 and has held it in 7 quarters since.
  • Pallas Capital Advisors's Ameriprise Financial position peaked at $734K in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.