WG
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Warner Group’s Ameriprise Financial AMP Stock Holding History

Warner Group’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 		$346K Buy
+754
New +$346K 0.09% 97
2025
Q4 		– Sell
-473
Closed -$233K – 75
2025
Q3 		$233K Buy
+473
New +$242K 0.16% 55

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

Warner Group's AMP Position: Q2 2026 in Review

Warner Group opened a new position in Ameriprise Financial (AMP) in Q2 2026: 754 shares worth $346K. The stake represents 0.09% of the portfolio and ranks #97 among its holdings. This is a return to the name: Warner Group previously reported a position in AMP as recently as Q3 2025.

Warner Group first reported a position in AMP in Q3 2025 and has held it in 2 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Warner Group held 754 shares of Ameriprise Financial worth $346K as of Q2 2026.
  • Ameriprise Financial was a new Warner Group position in Q2 2026.
  • Ameriprise Financial made up 0.09% of Warner Group's portfolio in Q2 2026, its #97 holding.
  • Warner Group first reported a position in Ameriprise Financial in Q3 2025 and has held it in 2 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.