Waterloo Capital’s Ameriprise Financial AMP Stock Holding History

Waterloo Capital’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
2025 Q3	–	Sell	-377	Closed	-$201K	–	458
2025 Q2	$201K	Buy	+377	New	+$186K	0.02%	451

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waterloo Capital's AMP Position: Q3 2025 in Review

Waterloo Capital sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 377 shares — an estimated $201K sold.

Waterloo Capital first reported a position in AMP in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 1,364 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

Waterloo Capital reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
Waterloo Capital sold 377 Ameriprise Financial shares in Q3 2025, an estimated $201K.
Waterloo Capital first reported a position in Ameriprise Financial in Q2 2025 and held it in 1 quarter.
Waterloo Capital's Ameriprise Financial position peaked at $201K in Q2 2025.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.