Sentry Investment Management’s Ameriprise Financial AMP Stock Holding History

Sentry 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	–	Sell	-225	Closed	-$110K	–	31
2025 Q4	$110K	Hold	225	–	–	0.07%	224
2025 Q3	$110K	Sell	225 -71	-24%	-$36.4K	0.07%	223
2025 Q2	$159K	Hold	296	–	–	0.09%	206
2025 Q1	$127K	Sell	296 -88	-23%	-$46.2K	0.09%	213
2024 Q4	$204K	Sell	384 -63	-14%	-$33.6K	0.1%	189
2024 Q3	$210K	Hold	447	–	–	0.09%	205
2024 Q2	$191K	Sell	447 -91	-17%	-$38.9K	0.08%	206
2024 Q1	$236K	Hold	538	–	–	0.09%	209
2023 Q4	$204K	Sell	538 -58	-10%	-$19.9K	0.09%	224
2023 Q3	$196K	Sell	596 -115	-16%	-$39.2K	0.09%	220
2023 Q2	$236K	Hold	711	–	–	0.09%	235
2023 Q1	$218K	Sell	711 -21	-3%	-$6.88K	0.09%	238
2022 Q4	$228K	Hold	732	–	–	0.1%	222
2022 Q3	$184K	Hold	732	–	–	0.09%	245
2022 Q2	$174K	Sell	732 -142	-16%	-$38K	0.08%	256
2022 Q1	$263K	Buy	+874	New	+$264K	0.08%	238
2021 Q4	–	Sell	-1,089	Closed	-$288K	–	488
2021 Q3	$288K	Sell	1,089 -159	-13%	-$41.6K	0.08%	242
2021 Q2	$311K	Hold	1,248	–	–	0.08%	246
2021 Q1	$290K	Sell	1,248 -5,962	-83%	-$1.29M	0.08%	255
2020 Q4	$1.4M	Hold	7,210	–	–	0.07%	259
2020 Q3	$1.11M	Hold	7,210	–	–	0.06%	262
2020 Q2	$1.08M	Sell	7,210 -226	-3%	-$29K	0.07%	277
2020 Q1	$762K	Sell	7,436 -999	-12%	-$148K	0.06%	265
2019 Q4	$1.41M	Hold	8,435	–	–	0.08%	237
2019 Q3	$1.24M	Hold	8,435	–	–	0.08%	246
2019 Q2	$1.22M	Sell	8,435 -119	-1%	-$17.2K	0.08%	247
2019 Q1	$1.1M	Sell	8,554 -1,707	-17%	-$212K	0.08%	255
2018 Q4	$1.07M	Sell	10,261 -25,227	-71%	-$3.17M	0.08%	245
2018 Q3	$5.24M	Buy	35,488 +3,766	+12%	+$539K	0.32%	80
2018 Q2	$4.44M	Sell	31,722 -1,852	-6%	-$262K	0.29%	83
2018 Q1	$4.97M	Sell	33,574 -3,228	-9%	-$527K	0.3%	85
2017 Q4	$6.24M	Buy	36,802 +1,139	+3%	+$183K	0.34%	75
2017 Q3	$5.3M	Hold	35,663	–	–	0.2%	89
2017 Q2	$4.54M	Buy	35,663 +511	+1%	+$64.9K	0.18%	100
2017 Q1	$4.56M	Buy	35,152 +22,939	+188%	+$2.84M	0.19%	97
2016 Q4	$1.35M	Hold	12,213	–	–	0.06%	260
2016 Q3	$1.22M	Hold	12,213	–	–	0.05%	275
2016 Q2	$1.1M	Sell	12,213 -1,072	-8%	-$104K	0.05%	297
2016 Q1	$1.25M	Hold	13,285	–	–	0.06%	260
2015 Q4	$1.41M	Buy	13,285 +3,510	+36%	+$392K	0.07%	235
2015 Q3	$1.07M	Sell	9,775 -1,650	-14%	-$195K	0.05%	263
2015 Q2	$1.43M	Buy	11,425 +485	+4%	+$61.8K	0.07%	229
2015 Q1	$1.43M	Buy	10,940 +1,650	+18%	+$217K	0.07%	214
2014 Q4	$1.23M	Hold	9,290	–	–	0.06%	224
2014 Q3	$1.15M	Sell	9,290 -1,145	-11%	-$140K	0.06%	227
2014 Q2	$1.25M	Sell	10,435 -765	-7%	-$85.6K	0.06%	218
2014 Q1	$1.23M	Hold	11,200	–	–	0.06%	220
2013 Q4	$1.29M	Buy	11,200 +1,700	+18%	+$176K	0.07%	206
2013 Q3	$865K	Buy	9,500 +3,000	+46%	+$265K	0.05%	269
2013 Q2	$526K	Buy	+6,500	New	+$505K	0.03%	289

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sentry Investment Management's AMP Position: Q1 2026 in Review

Sentry Investment Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 225 shares — an estimated $110K sold.

Sentry Investment Management first reported a position in AMP in Q2 2013 and held it in 50 quarters. The position peaked at $6.24M in Q4 2017. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Sentry Investment Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 225 Ameriprise Financial shares in Q1 2026, an estimated $110K.
Sentry Investment Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 50 quarters.
Sentry Investment Management's Ameriprise Financial position peaked at $6.24M in Q4 2017.
1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.