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Roehl & Yi Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Roehl & Yi Investment 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 		$309K Sell
673
-1
-0.1% -$458 0.1% 151
2026
Q1 		$300K Buy
+674
New +$325K 0.11% 136
2025
Q3 		– Sell
-400
Closed -$213K – 169
2025
Q2 		$213K Buy
+400
New +$198K 0.11% 144
2025
Q1 		– Sell
-401
Closed -$214K – 154
2024
Q4 		$214K Buy
+401
New +$214K 0.12% 140

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

Roehl & Yi Investment Advisors's AMP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Ameriprise Financial (AMP) stake by 0.15% in Q2 2026, selling an estimated $458 and leaving 673 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #151.

Roehl & Yi Investment Advisors first reported a position in AMP in Q4 2024 and has held it in 4 quarters since. 1,384 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Roehl & Yi Investment Advisors held 673 shares of Ameriprise Financial worth $309K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 1 Ameriprise Financial share in Q2 2026, an estimated $458.
  • Ameriprise Financial made up 0.1% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • Roehl & Yi Investment Advisors first reported a position in Ameriprise Financial in Q4 2024 and has held it in 4 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.