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Summit Trail Advisors’s Ameriprise Financial AMP Stock Holding History

Summit Trail 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
Q1 		$2.24M Buy
5,051
+691
+16% +$333K 0.03% 448
2025
Q4 		$2.14M Buy
4,360
+488
+13% +$232K 0.04% 369
2025
Q3 		$1.9M Buy
3,872
+2,779
+254% +$1.42M 0.03% 476
2025
Q2 		$583K Sell
1,093
-206
-16% -$102K 0.01% 668
2025
Q1 		$629K Buy
1,299
+388
+43% +$203K 0.02% 217
2024
Q4 		$485K Buy
911
+86
+10% +$45.9K 0.02% 224
2024
Q3 		$387K Buy
825
+189
+30% +$82K 0.01% 471
2024
Q2 		$271K Buy
636
+34
+6% +$14.5K 0.01% 517
2024
Q1 		$264K Buy
602
+67
+13% +$26.8K 0.01% 499
2023
Q4 		$203K Sell
535
-175
-25% -$60K 0.01% 503
2023
Q3 		$234K Buy
710
+53
+8% +$18.1K 0.01% 458
2023
Q2 		$218K Buy
+657
New +$202K 0.01% 464
2019
Q1 		– Sell
-2,100
Closed -$219K – 89
2018
Q4 		$219K Sell
2,100
-404
-16% -$50.7K 0.08% 95
2018
Q3 		$370K Buy
2,504
+404
+19% +$57.8K 0.08% 129
2018
Q2 		$294K Buy
+2,100
New +$298K 0.1% 107
2018
Q1 		– Sell
-866
Closed -$155K – 482
2017
Q4 		$155K Buy
+866
New +$139K 0.02% 507

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 Trail Advisors's AMP Position: Q1 2026 in Review

Summit Trail Advisors increased its Ameriprise Financial (AMP) stake by 16% in Q1 2026, buying an estimated $333K and bringing the position to 5,051 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #448.

Summit Trail Advisors first reported a position in AMP in Q4 2017 and has held it in 16 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Summit Trail Advisors held 5,051 shares of Ameriprise Financial worth $2.24M as of Q1 2026.
  • Summit Trail Advisors bought 691 Ameriprise Financial shares in Q1 2026, an estimated $333K.
  • Ameriprise Financial made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #448 holding.
  • Summit Trail Advisors first reported a position in Ameriprise Financial in Q4 2017 and has held it in 16 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.