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Trifecta Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Trifecta Capital 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
Q2 		$579K Buy
1,262
+2
+0.2% +$917 0.07% 75
2026
Q1 		$560K Hold
1,260
– – 0.09% 71
2025
Q4 		$618K Hold
1,260
– – 0.09% 68
2025
Q3 		$619K Sell
1,260
-8
-0.6% -$4.1K 0.09% 69
2025
Q2 		$677K Buy
1,268
+1,163
+1,108% +$575K 0.11% 62
2025
Q1 		$50.8K Hold
105
– – 0.01% 139
2024
Q4 		$55.9K Sell
105
-33
-24% -$17.6K 0.01% 130
2024
Q3 		$64.8K Buy
138
+33
+31% +$14.3K 0.01% 126
2024
Q2 		$44.9K Hold
105
– – 0.01% 149
2024
Q1 		$46K Hold
105
– – 0.01% 142
2023
Q4 		$39.9K Hold
105
– – 0.01% 143
2023
Q3 		$34.6K Hold
105
– – 0.01% 154
2023
Q2 		$34.9K Hold
105
– – 0.01% 160
2023
Q1 		$32.2K Hold
105
– – 0.01% 165
2022
Q4 		$32.7K Buy
+105
New +$32K 0.01% 148

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

Trifecta Capital Advisors's AMP Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Ameriprise Financial (AMP) stake by 0.16% in Q2 2026, buying an estimated $917 and bringing the position to 1,262 shares worth $579K. The position accounts for 0.07% of the portfolio, ranked #75.

Trifecta Capital Advisors first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $677K in Q2 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Trifecta Capital Advisors held 1,262 shares of Ameriprise Financial worth $579K as of Q2 2026.
  • Trifecta Capital Advisors bought 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up 0.07% of Trifecta Capital Advisors's portfolio in Q2 2026, its #75 holding.
  • Trifecta Capital Advisors first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Ameriprise Financial position peaked at $677K in Q2 2025.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.