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Summit Financial’s Ameriprise Financial AMP Stock Holding History

Summit Financial’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 		$5.28M Buy
11,877
+7,306
+160% +$3.52M 0.07% 296
2025
Q4 		$2.24M Sell
4,571
-2,077
-31% -$986K 0.03% 466
2025
Q3 		$3.27M Sell
6,648
-194
-3% -$99.4K 0.05% 354
2025
Q2 		$3.65M Sell
6,842
-101
-1% -$49.9K 0.08% 200
2025
Q1 		$3.36M Buy
6,943
+1,900
+38% +$996K 0.09% 185
2024
Q4 		$2.69M Sell
5,043
-1,233
-20% -$658K 0.09% 174
2024
Q3 		$2.95M Buy
6,276
+39
+0.6% +$16.9K 0.12% 140
2024
Q2 		$2.66M Buy
6,237
+2,856
+84% +$1.22M 0.12% 120
2024
Q1 		$1.48M Sell
3,381
-121
-3% -$48.4K 0.09% 134
2023
Q4 		$1.33M Sell
3,502
-32
-0.9% -$11K 0.09% 142
2023
Q3 		$1.16M Sell
3,534
-251
-7% -$85.7K 0.09% 145
2023
Q2 		$1.26M Sell
3,785
-201
-5% -$61.8K 0.09% 131
2023
Q1 		$1.22M Buy
3,986
+71
+2% +$23.3K 0.11% 98
2022
Q4 		$1.22M Sell
3,915
-85
-2% -$25.9K 0.11% 96
2022
Q3 		$1.01M Buy
4,000
+245
+7% +$64.5K 0.1% 106
2022
Q2 		$892K Sell
3,755
-37
-1% -$9.91K 0.08% 109
2022
Q1 		$1.14M Buy
3,792
+36
+1% +$10.9K 0.09% 106
2021
Q4 		$1.13M Buy
3,756
+1,010
+37% +$299K 0.09% 100
2021
Q3 		$725K Buy
2,746
+1,610
+142% +$421K 0.06% 107
2021
Q2 		$283K Buy
+1,136
New +$286K 0.03% 136

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial's AMP Position: Q1 2026 in Review

Summit Financial increased its Ameriprise Financial (AMP) stake by 160% in Q1 2026, buying an estimated $3.52M and bringing the position to 11,877 shares worth $5.28M. The position accounts for 0.07% of the portfolio, ranked #296.

Summit Financial first reported a position in AMP in Q2 2021 and has held it in 20 quarters since. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Summit Financial held 11,877 shares of Ameriprise Financial worth $5.28M as of Q1 2026.
  • Summit Financial bought 7,306 Ameriprise Financial shares in Q1 2026, an estimated $3.52M.
  • Ameriprise Financial made up 0.07% of Summit Financial's portfolio in Q1 2026, its #296 holding.
  • Summit Financial first reported a position in Ameriprise Financial in Q2 2021 and has held it in 20 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.