Pointe Capital Management’s Ameriprise Financial AMP Stock Holding History

Pointe Capital Management’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	$610K	Hold	1,372	–	–	0.3%	72
2025 Q4	$673K	Hold	1,372	–	–	0.33%	61
2025 Q3	$674K	Hold	1,372	–	–	0.33%	69
2025 Q2	$732K	Hold	1,372	–	–	0.38%	63
2025 Q1	$664K	Hold	1,372	–	–	0.39%	67
2024 Q4	$730K	Sell	1,372 -40	-3%	-$21.3K	0.42%	65
2024 Q3	$663K	Hold	1,412	–	–	0.39%	74
2024 Q2	$603K	Hold	1,412	–	–	0.37%	72
2024 Q1	$619K	Hold	1,412	–	–	0.38%	70
2023 Q4	$536K	Hold	1,412	–	–	0.37%	71
2023 Q3	$466K	Hold	1,412	–	–	0.34%	70
2023 Q2	$469K	Sell	1,412 -50	-3%	-$15.4K	0.35%	76
2023 Q1	$448K	Sell	1,462 -196	-12%	-$64.2K	0.32%	79
2022 Q4	$516K	Sell	1,658 -65	-4%	-$19.8K	0.4%	66
2022 Q3	$434K	Hold	1,723	–	–	0.35%	77
2022 Q2	$409K	Hold	1,723	–	–	0.3%	85
2022 Q1	$517K	Hold	1,723	–	–	0.33%	80
2021 Q4	$520K	Sell	1,723 -87	-5%	-$25.7K	0.32%	82
2021 Q3	$478K	Hold	1,810	–	–	0.33%	83
2021 Q2	$450K	Hold	1,810	–	–	0.32%	88
2021 Q1	$421K	Buy	1,810 +25	+1%	+$5.41K	0.3%	87
2020 Q4	$347K	Sell	1,785 -675	-27%	-$121K	0.3%	93
2020 Q3	$379K	Hold	2,460	–	–	0.33%	86
2020 Q2	$369K	Hold	2,460	–	–	0.33%	88
2020 Q1	$252K	Hold	2,460	–	–	0.25%	101
2019 Q4	$410K	Hold	2,460	–	–	0.34%	84
2019 Q3	$362K	Hold	2,460	–	–	0.31%	92
2019 Q2	$357K	Hold	2,460	–	–	0.29%	97
2019 Q1	$315K	Hold	2,460	–	–	0.26%	105
2018 Q4	$257K	Buy	2,460 +3	+0.1%	+$377	0.25%	115
2018 Q3	$363K	Hold	2,457	–	–	0.29%	98
2018 Q2	$344K	Sell	2,457 -500	-17%	-$70.9K	0.3%	97
2018 Q1	$437K	Sell	2,957 -55	-2%	-$8.97K	0.38%	80
2017 Q4	$510K	Sell	3,012 -169	-5%	-$27.1K	0.41%	72
2017 Q3	$472K	Sell	3,181 -47	-1%	-$6.56K	0.35%	84
2017 Q2	$411K	Sell	3,228 -393	-11%	-$49.9K	0.29%	96
2017 Q1	$470K	Buy	+3,621	New	+$448K	0.36%	86
2016 Q4	–	Sell	-4,371	Closed	-$436K	–	152
2016 Q3	$436K	Sell	4,371 -57	-1%	-$5.52K	0.32%	97
2016 Q2	$398K	Sell	4,428 -297	-6%	-$28.7K	0.29%	102
2016 Q1	$444K	Hold	4,725	–	–	0.35%	90
2015 Q4	$503K	Buy	4,725 +500	+12%	+$55.9K	0.36%	84
2015 Q3	$461K	Hold	4,225	–	–	0.28%	93
2015 Q2	$528K	Buy	4,225 +1,200	+40%	+$153K	0.24%	92
2015 Q1	$396K	Buy	+3,025	New	+$398K	0.19%	100

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pointe Capital Management's AMP Position: Q1 2026 in Review

Pointe Capital Management held its Ameriprise Financial (AMP) position steady in Q1 2026 at 1,372 shares worth $610K. The position accounts for 0.3% of the portfolio, ranked #72.

Pointe Capital Management first reported a position in AMP in Q1 2015 and has held it in 44 quarters since. The position peaked at $732K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Pointe Capital Management held 1,372 shares of Ameriprise Financial worth $610K as of Q1 2026.
Pointe Capital Management left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.3% of Pointe Capital Management's portfolio in Q1 2026, its #72 holding.
Pointe Capital Management first reported a position in Ameriprise Financial in Q1 2015 and has held it in 44 quarters since.
Pointe Capital Management's Ameriprise Financial position peaked at $732K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.