SummitTX Capital’s Ameriprise Financial AMP Stock Holding History

SummitTX Capital’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 Q4	–	Sell	-2,377	Closed	-$1.17M	–	689
2025 Q3	$1.17M	Buy	+2,377	New	+$1.22M	0.05%	354

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SummitTX Capital's AMP Position: Q4 2025 in Review

SummitTX Capital sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 2,377 shares — an estimated $1.17M sold.

SummitTX Capital first reported a position in AMP in Q3 2025 and held it in 1 quarter. The position peaked at $1.17M in Q3 2025. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

SummitTX Capital reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 2,377 Ameriprise Financial shares in Q4 2025, an estimated $1.17M.
SummitTX Capital first reported a position in Ameriprise Financial in Q3 2025 and held it in 1 quarter.
SummitTX Capital's Ameriprise Financial position peaked at $1.17M in Q3 2025.
1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.