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Rothschild Investment LLC’s Ameriprise Financial AMP Stock Holding History

Rothschild Investment LLC’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 		$2.38M Buy
5,178
+3,360
+185% +$1.54M 0.09% 216
2026
Q1 		$808K Buy
1,818
+432
+31% +$208K 0.04% 307
2025
Q4 		$680K Buy
1,386
+404
+41% +$192K 0.04% 304
2025
Q3 		$482K Hold
982
– – 0.03% 362
2025
Q2 		$524K Sell
982
-1
-0.1% -$494 0.03% 332
2025
Q1 		$476K Buy
983
+17
+2% +$8.92K 0.03% 345
2024
Q4 		$514K Buy
966
+3
+0.3% +$1.6K 0.03% 335
2024
Q3 		$452K Sell
963
-11
-1% -$4.77K 0.03% 364
2024
Q2 		$416K Buy
974
+6
+0.6% +$2.56K 0.03% 366
2024
Q1 		$424K Buy
968
+11
+1% +$4.4K 0.03% 352
2023
Q4 		$363K Sell
957
-46
-5% -$15.8K 0.03% 324
2023
Q3 		$331K Buy
1,003
+94
+10% +$32.1K 0.03% 367
2023
Q2 		$302K Sell
909
-32
-3% -$9.84K 0.03% 386
2023
Q1 		$288K Sell
941
-42
-4% -$13.8K 0.03% 384
2022
Q4 		$306K Buy
+983
New +$300K 0.03% 367
2022
Q2 		– Sell
-783
Closed -$235K – 484
2022
Q1 		$235K Hold
783
– – 0.02% 438
2021
Q4 		$236K Sell
783
-200
-20% -$59.2K 0.02% 450
2021
Q3 		$260K Buy
+983
New +$257K 0.02% 411
2015
Q2 		– Sell
-2,553
Closed -$334K – 511
2015
Q1 		$334K Sell
2,553
-1,000
-28% -$132K 0.04% 364
2014
Q4 		$470K Hold
3,553
– – 0.06% 305
2014
Q3 		$438K Hold
3,553
– – 0.05% 318
2014
Q2 		$426K Hold
3,553
– – 0.05% 294
2014
Q1 		$391K Sell
3,553
-700
-16% -$76.6K 0.05% 303
2013
Q4 		$489K Sell
4,253
-200
-4% -$20.7K 0.07% 272
2013
Q3 		$406K Hold
4,453
– – 0.06% 279
2013
Q2 		$360K Buy
+4,453
New +$346K 0.06% 270

Other funds holding AMP

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's AMP Position: Q2 2026 in Review

Rothschild Investment LLC increased its Ameriprise Financial (AMP) stake by 185% in Q2 2026, buying an estimated $1.54M and bringing the position to 5,178 shares worth $2.38M. The position accounts for 0.09% of the portfolio, ranked #216.

Rothschild Investment LLC first reported a position in AMP in Q2 2013 and has held it in 26 quarters since. 741 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Rothschild Investment LLC held 5,178 shares of Ameriprise Financial worth $2.38M as of Q2 2026.
  • Rothschild Investment LLC bought 3,360 Ameriprise Financial shares in Q2 2026, an estimated $1.54M.
  • Ameriprise Financial made up 0.09% of Rothschild Investment LLC's portfolio in Q2 2026, its #216 holding.
  • Rothschild Investment LLC first reported a position in Ameriprise Financial in Q2 2013 and has held it in 26 quarters since.
  • 741 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.