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Proficio Capital Partners’s Ameriprise Financial AMP Stock Holding History

Proficio Capital Partners’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 		$304K Buy
+662
New +$303K 0.01% 491
2025
Q3 		– Sell
-704
Closed -$376K – 233
2025
Q2 		$376K Buy
704
+21
+3% +$10.4K 0.02% 292
2025
Q1 		$331K Sell
683
-15
-2% -$7.87K 0.03% 276
2024
Q4 		$372K Buy
698
+232
+50% +$124K 0.03% 233
2024
Q3 		$219K Sell
466
-202
-30% -$87.6K 0.02% 262
2024
Q2 		$285K Buy
668
+25
+4% +$10.7K 0.03% 255
2024
Q1 		$282K Buy
643
+6
+0.9% +$2.4K 0.03% 256
2023
Q4 		$242K Buy
+637
New +$218K 0.03% 266
2019
Q3 		– Sell
-603
Closed -$88K – 204
2019
Q2 		$88K Sell
603
-18
-3% -$2.6K 0.03% 228
2019
Q1 		$80K Buy
621
+43
+7% +$5.34K 0.03% 236
2018
Q4 		$60K Buy
578
+75
+15% +$9.42K 0.03% 248
2018
Q3 		$74K Buy
503
+95
+23% +$13.6K 0.02% 260
2018
Q2 		$57K Sell
408
-4
-1% -$567 0.02% 321
2018
Q1 		$61K Buy
412
+16
+4% +$2.61K 0.02% 293
2017
Q4 		$67K Sell
396
-10
-2% -$1.6K 0.02% 284
2017
Q3 		$60K Sell
406
-117
-22% -$16.3K 0.02% 338
2017
Q2 		$76K Sell
523
-33
-6% -$4.19K 0.03% 302
2017
Q1 		$68K Buy
556
+228
+70% +$28.2K 0.03% 318
2016
Q4 		$36K Sell
328
-34
-9% -$3.59K 0.02% 318
2016
Q3 		$36K Sell
362
-46
-11% -$4.46K 0.02% 328
2016
Q2 		$39K Sell
408
-51
-11% -$4.93K 0.02% 306
2016
Q1 		$43K Buy
459
+421
+1,108% +$37.7K 0.04% 232
2015
Q4 		$4K Buy
+38
New +$4.25K ﹤0.01% 453

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

Proficio Capital Partners's AMP Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Ameriprise Financial (AMP) in Q2 2026: 662 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in AMP as recently as Q2 2025.

Proficio Capital Partners first reported a position in AMP in Q4 2015 and has held it in 23 quarters since. The position peaked at $376K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Proficio Capital Partners held 662 shares of Ameriprise Financial worth $304K as of Q2 2026.
  • Ameriprise Financial was a new Proficio Capital Partners position in Q2 2026.
  • Ameriprise Financial made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #491 holding.
  • Proficio Capital Partners first reported a position in Ameriprise Financial in Q4 2015 and has held it in 23 quarters since.
  • Proficio Capital Partners's Ameriprise Financial position peaked at $376K in Q2 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.