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R Squared’s Ameriprise Financial AMP Stock Holding History

R Squared’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 		$244K Buy
+531
New +$243K 0.13% 289
2025
Q4 		– Sell
-2,347
Closed -$1.15M – 526
2025
Q3 		$1.15M Buy
+2,347
New +$1.2M 0.5% 36
2025
Q1 		– Sell
-920
Closed -$490K – 348
2024
Q4 		$490K Buy
+920
New +$491K 0.48% 28

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

R Squared's AMP Position: Q2 2026 in Review

R Squared opened a new position in Ameriprise Financial (AMP) in Q2 2026: 531 shares worth $244K. The stake represents 0.13% of the portfolio and ranks #289 among its holdings. This is a return to the name: R Squared previously reported a position in AMP as recently as Q3 2025.

R Squared first reported a position in AMP in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.15M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • R Squared held 531 shares of Ameriprise Financial worth $244K as of Q2 2026.
  • Ameriprise Financial was a new R Squared position in Q2 2026.
  • Ameriprise Financial made up 0.13% of R Squared's portfolio in Q2 2026, its #289 holding.
  • R Squared first reported a position in Ameriprise Financial in Q4 2024 and has held it in 3 quarters since.
  • R Squared's Ameriprise Financial position peaked at $1.15M in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.