PMA
AMP icon

Prudent Man Advisors’s Ameriprise Financial AMP Stock Holding History

Prudent Man 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 		$1.89M Buy
4,122
+416
+11% +$191K 0.43% 62
2026
Q1 		$1.65M Buy
3,706
+1,315
+55% +$634K 0.49% 52
2025
Q4 		$1.17M Sell
2,391
-36
-1% -$17.1K 0.43% 49
2025
Q3 		$1.19M Sell
2,427
-866
-26% -$444K 0.44% 52
2025
Q2 		$1.76M Buy
3,293
+320
+11% +$158K 0.56% 37
2025
Q1 		$1.44M Buy
2,973
+40
+1% +$21K 0.52% 34
2024
Q4 		$1.56M Sell
2,933
-661
-18% -$353K 0.57% 31
2024
Q3 		$1.69M Sell
3,594
-102
-3% -$44.3K 0.56% 30
2024
Q2 		$1.58M Buy
3,696
+155
+4% +$66.2K 0.56% 35
2024
Q1 		$1.55M Sell
3,541
-203
-5% -$81.3K 0.58% 31
2023
Q4 		$1.42M Sell
3,744
-135
-3% -$46.3K 0.53% 34
2023
Q3 		$1.28M Sell
3,879
-65
-2% -$22.2K 0.51% 36
2023
Q2 		$1.31M Sell
3,944
-66
-2% -$20.3K 0.49% 37
2023
Q1 		$1.23M Sell
4,010
-1,599
-29% -$524K 0.48% 40
2022
Q4 		$1.75M Buy
5,609
+630
+13% +$192K 0.71% 24
2022
Q3 		$1.25M Buy
4,979
+275
+6% +$72.4K 0.59% 28
2022
Q2 		$1.12M Sell
4,704
-21
-0.4% -$5.63K 0.52% 35
2022
Q1 		$1.42M Sell
4,725
-814
-15% -$246K 0.58% 31
2021
Q4 		$1.67M Sell
5,539
-802
-13% -$237K 0.64% 29
2021
Q3 		$1.68M Sell
6,341
-43
-0.7% -$11.2K 0.63% 29
2021
Q2 		$1.59M Sell
6,384
-6
-0.1% -$1.51K 0.61% 29
2021
Q1 		$1.49M Buy
6,390
+278
+5% +$60.1K 0.62% 31
2020
Q4 		$1.19M Buy
6,112
+495
+9% +$88.6K 0.5% 37
2020
Q3 		$866K Buy
5,617
+101
+2% +$15.6K 0.46% 46
2020
Q2 		$828K Buy
+5,516
New +$707K 0.73% 34

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

Prudent Man Advisors's AMP Position: Q2 2026 in Review

Prudent Man Advisors increased its Ameriprise Financial (AMP) stake by 11% in Q2 2026, buying an estimated $191K and bringing the position to 4,122 shares worth $1.89M. The position accounts for 0.43% of the portfolio, ranked #62.

Prudent Man Advisors first reported a position in AMP in Q2 2020 and has held it in 25 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Prudent Man Advisors held 4,122 shares of Ameriprise Financial worth $1.89M as of Q2 2026.
  • Prudent Man Advisors bought 416 Ameriprise Financial shares in Q2 2026, an estimated $191K.
  • Ameriprise Financial made up 0.43% of Prudent Man Advisors's portfolio in Q2 2026, its #62 holding.
  • Prudent Man Advisors first reported a position in Ameriprise Financial in Q2 2020 and has held it in 25 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.