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Round Rock Advisors’s Ameriprise Financial AMP Stock Holding History

Round Rock 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 		$928K Hold
2,023
– – 0.12% 135
2026
Q1 		$899K Hold
2,023
– – 0.14% 120
2025
Q4 		$992K Buy
2,023
+3
+0.1% +$1.42K 0.15% 111
2025
Q3 		$992K Hold
2,020
– – 0.16% 92
2025
Q2 		$1.08M Sell
2,020
-3
-0.1% -$1.48K 0.19% 78
2025
Q1 		$979K Buy
2,023
+3
+0.1% +$1.57K 0.18% 86
2024
Q4 		$1.08M Hold
2,020
– – 0.22% 73
2024
Q3 		$949K Hold
2,020
– – 0.22% 70
2024
Q2 		$863K Sell
2,020
-15
-0.7% -$6.41K 0.21% 77
2024
Q1 		$892K Buy
2,035
+15
+0.7% +$6.01K 0.21% 81
2023
Q4 		$767K Buy
+2,020
New +$693K 0.19% 88

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

Round Rock Advisors's AMP Position: Q2 2026 in Review

Round Rock Advisors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 2,023 shares worth $928K. The position accounts for 0.12% of the portfolio, ranked #135.

Round Rock Advisors first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Round Rock Advisors held 2,023 shares of Ameriprise Financial worth $928K as of Q2 2026.
  • Round Rock Advisors left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.12% of Round Rock Advisors's portfolio in Q2 2026, its #135 holding.
  • Round Rock Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Round Rock Advisors's Ameriprise Financial position peaked at $1.08M in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.