SSG
AMP icon

Summit Securities Group’s Ameriprise Financial AMP Stock Holding History

Summit Securities Group’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 		$9.63K Buy
21
+6
+40% +$2.75K ﹤0.01% 847
2026
Q1 		$6.67K Sell
15
-122
-89% -$58.8K ﹤0.01% 748
2025
Q4 		$67.2K Sell
137
-188
-58% -$89.2K 0.01% 549
2025
Q3 		$160K Buy
325
+261
+408% +$134K 0.03% 297
2025
Q2 		$34.2K Buy
+64
New +$31.6K 0.01% 593
2024
Q2 		– Sell
-2
Closed -$1K – 565
2024
Q1 		$1K Buy
2
+1
+100% +$400 ﹤0.01% 394
2023
Q4 		$0 Buy
+1
New +$343 ﹤0.01% 654
2023
Q3 		– Sell
-136
Closed -$45K – 554
2023
Q2 		$45K Sell
136
-71
-34% -$21.8K 0.01% 435
2023
Q1 		$63K Sell
207
-866
-81% -$284K 0.01% 380
2022
Q4 		$334K Buy
+1,073
New +$327K 0.01% 321
2022
Q3 		– Sell
-231
Closed -$55K – 914
2022
Q2 		$55K Buy
231
+186
+413% +$49.8K 0.01% 527
2022
Q1 		$14K Buy
+45
New +$13.6K ﹤0.01% 773
2017
Q2 		– Sell
-3,469
Closed -$450K – 237
2017
Q1 		$450K Buy
+3,469
New +$429K 0.13% 150
2015
Q3 		– Sell
-389
Closed -$49K – 357
2015
Q2 		$49K Buy
+389
New +$49.6K 0.02% 185

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

Summit Securities Group's AMP Position: Q2 2026 in Review

Summit Securities Group increased its Ameriprise Financial (AMP) stake by 40% in Q2 2026, buying an estimated $2.75K and bringing the position to 21 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Summit Securities Group first reported a position in AMP in Q2 2015 and has held it in 14 quarters since. The position peaked at $450K in Q1 2017. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Summit Securities Group held 21 shares of Ameriprise Financial worth $9.63K as of Q2 2026.
  • Summit Securities Group bought 6 Ameriprise Financial shares in Q2 2026, an estimated $2.75K.
  • Ameriprise Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #847 holding.
  • Summit Securities Group first reported a position in Ameriprise Financial in Q2 2015 and has held it in 14 quarters since.
  • Summit Securities Group's Ameriprise Financial position peaked at $450K in Q1 2017.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.