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Stokes Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Stokes Capital 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
2025
Q2 		– Sell
-1,518
Closed -$735K – 69
2025
Q1 		$735K Buy
1,518
+11
+0.7% +$5.77K 0.19% 58
2024
Q4 		$802K Sell
1,507
-5
-0.3% -$2.67K 0.21% 57
2024
Q3 		$710K Sell
1,512
-70
-4% -$30.4K 0.18% 58
2024
Q2 		$676K Sell
1,582
-3
-0.2% -$1.28K 0.19% 58
2024
Q1 		$695K Sell
1,585
-325
-17% -$130K 0.2% 58
2023
Q4 		$725K Sell
1,910
-40
-2% -$13.7K 0.23% 57
2023
Q3 		$643K Sell
1,950
-95
-5% -$32.4K 0.22% 58
2023
Q2 		$679K Buy
2,045
+15
+0.7% +$4.61K 0.23% 58
2023
Q1 		$622K Hold
2,030
– – 0.21% 62
2022
Q4 		$632K Sell
2,030
-205
-9% -$62.5K 0.22% 63
2022
Q3 		$563K Buy
2,235
+85
+4% +$22.4K 0.21% 67
2022
Q2 		$511K Sell
2,150
-120
-5% -$32.1K 0.18% 72
2022
Q1 		$682K Buy
2,270
+10
+0.4% +$3.02K 0.2% 73
2021
Q4 		$682K Buy
2,260
+40
+2% +$11.8K 0.2% 66
2021
Q3 		$586K Buy
2,220
+55
+3% +$14.4K 0.19% 68
2021
Q2 		$539K Buy
+2,165
New +$546K 0.18% 68
2019
Q1 		– Sell
-2,950
Closed -$308K – 78
2018
Q4 		$308K Sell
2,950
-3,243
-52% -$407K 0.21% 76
2018
Q3 		$914K Sell
6,193
-540
-8% -$77.3K 0.56% 61
2018
Q2 		$942K Sell
6,733
-75
-1% -$10.6K 0.62% 62
2018
Q1 		$1.01M Buy
6,808
+1,167
+21% +$190K 0.66% 63
2017
Q4 		$956K Buy
+5,641
New +$904K 0.65% 59

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stokes Capital Advisors's AMP Position: Q2 2025 in Review

Stokes Capital Advisors sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 1,518 shares — an estimated $735K sold.

Stokes Capital Advisors first reported a position in AMP in Q4 2017 and held it in 21 quarters. The position peaked at $1.01M in Q1 2018. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Stokes Capital Advisors reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Stokes Capital Advisors sold 1,518 Ameriprise Financial shares in Q2 2025, an estimated $735K.
  • Stokes Capital Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 21 quarters.
  • Stokes Capital Advisors's Ameriprise Financial position peaked at $1.01M in Q1 2018.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Stokes Capital Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.