PhiloSmith Capital’s Ameriprise Financial AMP Stock Holding History

PhiloSmith Capital’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	$22.3M	Sell	48,650 -200	-0.4%	-$91.7K	6.06%	10
2026 Q1	$21.7M	Hold	48,850	–	–	6.19%	9
2025 Q4	$24M	Hold	48,850	–	–	6.59%	9
2025 Q3	$24M	Hold	48,850	–	–	6.67%	10
2025 Q2	$26.1M	Hold	48,850	–	–	7.25%	8
2025 Q1	$23.6M	Hold	48,850	–	–	6.5%	10
2024 Q4	$26M	Sell	48,850 -6,850	-12%	-$3.66M	7.37%	7
2024 Q3	$26.2M	Hold	55,700	–	–	6.62%	9
2024 Q2	$23.8M	Hold	55,700	–	–	6.7%	10
2024 Q1	$24.4M	Hold	55,700	–	–	6.85%	10
2023 Q4	$21.2M	Hold	55,700	–	–	6.8%	10
2023 Q3	$18.4M	Hold	55,700	–	–	6.3%	10
2023 Q2	$18.5M	Hold	55,700	–	–	6.36%	9
2023 Q1	$17.1M	Buy	55,700 +2,000	+4%	+$655K	6.31%	10
2022 Q4	$16.7M	Hold	53,700	–	–	6.06%	10
2022 Q3	$13.5M	Hold	53,700	–	–	5.55%	12
2022 Q2	$12.8M	Hold	53,700	–	–	5.2%	12
2022 Q1	$16.1M	Hold	53,700	–	–	5.9%	11
2021 Q4	$16.2M	Hold	53,700	–	–	6.24%	10
2021 Q3	$14.2M	Hold	53,700	–	–	6.08%	10
2021 Q2	$13.4M	Hold	53,700	–	–	5.89%	10
2021 Q1	$12.5M	Hold	53,700	–	–	5.41%	11
2020 Q4	$10.4M	Hold	53,700	–	–	5%	11
2020 Q3	$8.28M	Hold	53,700	–	–	4.61%	13
2020 Q2	$8.06M	Buy	53,700 +6,000	+13%	+$769K	4.57%	13
2020 Q1	$4.89M	Hold	47,700	–	–	3.41%	15
2019 Q4	$7.95M	Hold	47,700	–	–	4.2%	11
2019 Q3	$7.02M	Buy	+47,700	New	+$6.68M	3.77%	13
2017 Q1	–	Sell	-57,700	Closed	-$6.4M	–	40
2016 Q4	$6.4M	Buy	+57,700	New	+$6.09M	5.02%	12

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

PhiloSmith Capital's AMP Position: Q2 2026 in Review

PhiloSmith Capital reduced its Ameriprise Financial (AMP) stake by 0.41% in Q2 2026, selling an estimated $91.7K and leaving 48,650 shares worth $22.3M. The position accounts for 6.06% of the portfolio, ranked #10.

PhiloSmith Capital first reported a position in AMP in Q4 2016 and has held it in 29 quarters since. The position peaked at $26.2M in Q3 2024. 1,380 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

PhiloSmith Capital held 48,650 shares of Ameriprise Financial worth $22.3M as of Q2 2026.
PhiloSmith Capital sold 200 Ameriprise Financial shares in Q2 2026, an estimated $91.7K.
Ameriprise Financial made up 6.06% of PhiloSmith Capital's portfolio in Q2 2026, its #10 holding.
PhiloSmith Capital first reported a position in Ameriprise Financial in Q4 2016 and has held it in 29 quarters since.
PhiloSmith Capital's Ameriprise Financial position peaked at $26.2M in Q3 2024.
1,380 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on PhiloSmith Capital's 13F filing for Q2 2026, filed 24 Jul 2026.