Sunbeam Capital Management’s Ameriprise Financial AMP Stock Holding History

Sunbeam Capital Management’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	$231K	Sell	504 -12	-2%	-$5.5K	0.11%	117
2026 Q1	$229K	Buy	516 +14	+3%	+$6.75K	0.13%	100
2025 Q4	$246K	Buy	502 +1	+0.2%	+$475	0.15%	93
2025 Q3	$246K	Buy	501 +1	+0.2%	+$513	0.15%	90
2025 Q2	$267K	Buy	500 +1	+0.2%	+$494	0.2%	72
2025 Q1	$242K	Hold	499	–	–	0.23%	71
2024 Q4	$266K	Buy	+499	New	+$266K	0.25%	69

Other funds holding AMP

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sunbeam Capital Management's AMP Position: Q2 2026 in Review

Sunbeam Capital Management reduced its Ameriprise Financial (AMP) stake by 2.3% in Q2 2026, selling an estimated $5.5K and leaving 504 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #117.

Sunbeam Capital Management first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $267K in Q2 2025. 575 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Sunbeam Capital Management held 504 shares of Ameriprise Financial worth $231K as of Q2 2026.
Sunbeam Capital Management sold 12 Ameriprise Financial shares in Q2 2026, an estimated $5.5K.
Ameriprise Financial made up 0.11% of Sunbeam Capital Management's portfolio in Q2 2026, its #117 holding.
Sunbeam Capital Management first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's Ameriprise Financial position peaked at $267K in Q2 2025.
575 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.