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Sun Financial’s Ameriprise Financial AMP Stock Holding History

Sun 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
Q2 		$309K Sell
555
-33
-6% -$15.1K 0.15% 125
2026
Q1 		$278K Sell
588
-38
-6% -$18.3K 0.14% 138
2025
Q4 		$307K Buy
+626
New +$297K 0.17% 126

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 $3.38T AUM 44.17% 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

Sun Financial's AMP Position: Q2 2026 in Review

Sun Financial reduced its Ameriprise Financial (AMP) stake by 5.6% in Q2 2026, selling an estimated $15.1K and leaving 555 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #125.

Sun Financial first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Sun Financial held 555 shares of Ameriprise Financial worth $309K as of Q2 2026.
  • Sun Financial sold 33 Ameriprise Financial shares in Q2 2026, an estimated $15.1K.
  • Ameriprise Financial made up 0.15% of Sun Financial's portfolio in Q2 2026, its #125 holding.
  • Sun Financial first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.