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Procyon Advisors’s Ameriprise Financial AMP Stock Holding History

Procyon 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 		$2.41M Sell
5,256
-276
-5% -$127K 0.1% 169
2026
Q1 		$2.46M Sell
5,532
-816
-13% -$393K 0.12% 165
2025
Q4 		$3.11M Buy
6,348
+3,278
+107% +$1.56M 0.15% 128
2025
Q3 		$1.51M Sell
3,070
-622
-17% -$319K 0.09% 179
2025
Q2 		$1.97M Sell
3,692
-2,866
-44% -$1.42M 0.18% 108
2025
Q1 		$3.17M Buy
6,558
+366
+6% +$192K 0.19% 113
2024
Q4 		$3.3M Buy
6,192
+380
+7% +$203K 0.21% 103
2024
Q3 		$2.73M Sell
5,812
-54
-0.9% -$23.4K 0.19% 121
2024
Q2 		$2.51M Buy
5,866
+293
+5% +$125K 0.19% 119
2024
Q1 		$2.44M Buy
5,573
+175
+3% +$70.1K 0.19% 126
2023
Q4 		$2.05M Buy
5,398
+371
+7% +$127K 0.17% 134
2023
Q3 		$1.66M Buy
5,027
+2,210
+78% +$754K 0.17% 136
2023
Q2 		$936K Buy
2,817
+1,270
+82% +$390K 0.12% 164
2023
Q1 		$474K Sell
1,547
-337
-18% -$110K 0.08% 233
2022
Q4 		$587K Buy
1,884
+238
+14% +$72.6K 0.11% 185
2022
Q3 		$415K Sell
1,646
-106
-6% -$27.9K 0.1% 190
2022
Q2 		$416K Buy
1,752
+14
+0.8% +$3.75K 0.09% 206
2022
Q1 		$522K Buy
1,738
+501
+41% +$152K 0.11% 182
2021
Q4 		$373K Buy
1,237
+207
+20% +$61.2K 0.08% 225
2021
Q3 		$272K Buy
1,030
+51
+5% +$13.3K 0.07% 254
2021
Q2 		$244K Buy
979
+109
+13% +$27.5K 0.07% 253
2021
Q1 		$202K Buy
+870
New +$188K 0.09% 235
2020
Q3 		– Sell
-862
Closed -$129K – 255
2020
Q2 		$129K Buy
862
+302
+54% +$38.7K 0.07% 251
2020
Q1 		$57K Sell
560
-126
-18% -$18.7K 0.04% 316
2019
Q4 		$114K Buy
+686
New +$106K 0.07% 248

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Procyon Advisors's AMP Position: Q2 2026 in Review

Procyon Advisors reduced its Ameriprise Financial (AMP) stake by 5% in Q2 2026, selling an estimated $127K and leaving 5,256 shares worth $2.41M. The position accounts for 0.1% of the portfolio, ranked #169.

Procyon Advisors first reported a position in AMP in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.3M in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Procyon Advisors held 5,256 shares of Ameriprise Financial worth $2.41M as of Q2 2026.
  • Procyon Advisors sold 276 Ameriprise Financial shares in Q2 2026, an estimated $127K.
  • Ameriprise Financial made up 0.1% of Procyon Advisors's portfolio in Q2 2026, its #169 holding.
  • Procyon Advisors first reported a position in Ameriprise Financial in Q4 2019 and has held it in 25 quarters since.
  • Procyon Advisors's Ameriprise Financial position peaked at $3.3M in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.