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Vest Financial’s Ameriprise Financial AMP Stock Holding History

Vest 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 		$43.9M Buy
95,660
+4,353
+5% +$2M 0.46% 108
2026
Q1 		$40.6M Buy
91,307
+37,590
+70% +$18.1M 0.49% 105
2025
Q4 		$26.3M Buy
53,717
+10,357
+24% +$4.91M 0.33% 117
2025
Q3 		$21.3M Buy
43,360
+3,005
+7% +$1.54M 0.28% 119
2025
Q2 		$21.5M Sell
40,355
-17,776
-31% -$8.78M 0.3% 116
2025
Q1 		$28.1M Buy
+58,131
New +$30.5M 0.44% 105

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

Vest Financial's AMP Position: Q2 2026 in Review

Vest Financial increased its Ameriprise Financial (AMP) stake by 4.8% in Q2 2026, buying an estimated $2M and bringing the position to 95,660 shares worth $43.9M. The position accounts for 0.46% of the portfolio, ranked #108.

Vest Financial first reported a position in AMP in Q1 2025 and has held it in 6 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Vest Financial held 95,660 shares of Ameriprise Financial worth $43.9M as of Q2 2026.
  • Vest Financial bought 4,353 Ameriprise Financial shares in Q2 2026, an estimated $2M.
  • Ameriprise Financial made up 0.46% of Vest Financial's portfolio in Q2 2026, its #108 holding.
  • Vest Financial first reported a position in Ameriprise Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.