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Punch & Associates Investment Management’s Ameriprise Financial AMP Stock Holding History

Punch & Associates Investment 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 		$1.11M Sell
2,490
-23,826
-91% -$11.5M 0.06% 141
2025
Q4 		$12.9M Buy
26,316
+70
+0.3% +$33.2K 0.75% 53
2025
Q3 		$12.9M Sell
26,246
-274
-1% -$140K 0.75% 50
2025
Q2 		$14.2M Buy
26,520
+361
+1% +$178K 0.87% 47
2025
Q1 		$12.7M Sell
26,159
-104
-0.4% -$54.5K 0.83% 45
2024
Q4 		$14M Sell
26,263
-9,419
-26% -$5.03M 0.76% 45
2024
Q3 		$16.8M Buy
35,682
+280
+0.8% +$121K 0.92% 33
2024
Q2 		$15.1M Buy
35,402
+392
+1% +$167K 0.88% 32
2024
Q1 		$15.3M Buy
35,010
+388
+1% +$155K 0.87% 34
2023
Q4 		$13.2M Buy
34,622
+115
+0.3% +$39.4K 0.77% 39
2023
Q3 		$11.4M Sell
34,507
-210
-0.6% -$71.7K 0.73% 41
2023
Q2 		$11.5M Sell
34,717
-2,092
-6% -$643K 0.7% 46
2023
Q1 		$11.3M Sell
36,809
-414
-1% -$136K 0.73% 46
2022
Q4 		$11.6M Buy
37,223
+488
+1% +$149K 0.75% 46
2022
Q3 		$9.26M Buy
36,735
+35
+0.1% +$9.21K 0.65% 49
2022
Q2 		$8.72M Sell
36,700
-325
-0.9% -$87.1K 0.61% 58
2022
Q1 		$11.1M Buy
37,025
+855
+2% +$259K 0.63% 55
2021
Q4 		$10.9M Sell
36,170
-244
-0.7% -$72.2K 0.57% 64
2021
Q3 		$9.62M Buy
36,414
+59
+0.2% +$15.4K 0.55% 68
2021
Q2 		$9.05M Sell
36,355
-465
-1% -$117K 0.51% 81
2021
Q1 		$8.56M Buy
36,820
+202
+0.6% +$43.7K 0.51% 79
2020
Q4 		$7.12M Sell
36,618
-985
-3% -$176K 0.5% 83
2020
Q3 		$5.79M Sell
37,603
-686
-2% -$106K 0.5% 82
2020
Q2 		$5.75M Sell
38,289
-246
-0.6% -$31.5K 0.52% 80
2020
Q1 		$3.95M Buy
38,535
+811
+2% +$120K 0.47% 85
2019
Q4 		$6.28M Sell
37,724
-815
-2% -$126K 0.49% 81
2019
Q3 		$5.67M Sell
38,539
-487
-1% -$68.2K 0.47% 85
2019
Q2 		$5.67M Buy
39,026
+547
+1% +$79.1K 0.47% 92
2019
Q1 		$4.93M Buy
38,479
+1,148
+3% +$142K 0.42% 107
2018
Q4 		$3.9M Sell
37,331
-238
-0.6% -$29.9K 0.37% 115
2018
Q3 		$5.55M Buy
37,569
+2,170
+6% +$311K 0.44% 96
2018
Q2 		$4.95M Sell
35,399
-658
-2% -$93.3K 0.41% 104
2018
Q1 		$5.33M Sell
36,057
-426
-1% -$69.5K 0.47% 91
2017
Q4 		$6.18M Sell
36,483
-9,472
-21% -$1.52M 0.53% 76
2017
Q3 		$6.83M Sell
45,955
-444
-1% -$62K 0.6% 60
2017
Q2 		$5.91M Buy
46,399
+8,155
+21% +$1.04M 0.55% 67
2017
Q1 		$4.96M Buy
38,244
+346
+0.9% +$42.8K 0.48% 89
2016
Q4 		$4.2M Buy
37,898
+53
+0.1% +$5.6K 0.42% 106
2016
Q3 		$3.78M Buy
37,845
+455
+1% +$44.1K 0.4% 103
2016
Q2 		$3.36M Buy
37,390
+503
+1% +$48.6K 0.39% 107
2016
Q1 		$3.47M Sell
36,887
-967
-3% -$86.7K 0.42% 104
2015
Q4 		$4.03M Buy
37,854
+3,918
+12% +$438K 0.49% 92
2015
Q3 		$3.7M Buy
33,936
+689
+2% +$81.3K 0.51% 77
2015
Q2 		$4.15M Sell
33,247
-541
-2% -$69K 0.52% 76
2015
Q1 		$4.42M Sell
33,788
-283
-0.8% -$37.3K 0.55% 75
2014
Q4 		$4.51M Sell
34,071
-314
-0.9% -$39.7K 0.58% 69
2014
Q3 		$4.24M Sell
34,385
-248
-0.7% -$30.4K 0.59% 67
2014
Q2 		$4.16M Sell
34,633
-269
-0.8% -$30.1K 0.56% 68
2014
Q1 		$3.84M Sell
34,902
-8,469
-20% -$927K 0.53% 82
2013
Q4 		$4.99M Sell
43,371
-2,093
-5% -$216K 0.67% 50
2013
Q3 		$4.14M Sell
45,464
-1,750
-4% -$155K 0.64% 56
2013
Q2 		$3.82M Buy
+47,214
New +$3.67M 0.67% 55

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Punch & Associates Investment Management's AMP Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its Ameriprise Financial (AMP) stake by 91% in Q1 2026, selling an estimated $11.5M and leaving 2,490 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #141.

Punch & Associates Investment Management first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.8M in Q3 2024. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Punch & Associates Investment Management held 2,490 shares of Ameriprise Financial worth $1.11M as of Q1 2026.
  • Punch & Associates Investment Management sold 23,826 Ameriprise Financial shares in Q1 2026, an estimated $11.5M.
  • Ameriprise Financial made up 0.06% of Punch & Associates Investment Management's portfolio in Q1 2026, its #141 holding.
  • Punch & Associates Investment Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
  • Punch & Associates Investment Management's Ameriprise Financial position peaked at $16.8M in Q3 2024.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.