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West Oak Capital’s Ameriprise Financial AMP Stock Holding History

West Oak 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 		$1.25K Sell
255
-190
-43% -$97.4K 0.05% 129
2025
Q2 		$2.38K Sell
445
-5
-1% -$2.47K 0.09% 115
2025
Q1 		$2.18K Hold
450
– – 0.08% 113
2024
Q4 		$2.4M Hold
450
– – 0.08% 108
2024
Q3 		$2.11K Sell
450
-60
-12% -$26K 0.04% 115
2024
Q2 		$218K Buy
510
+170
+50% +$72.6K 0.09% 113
2024
Q1 		$149K Hold
340
– – 0.06% 138
2023
Q4 		$128K Hold
340
– – 0.06% 141
2023
Q3 		$112K Buy
340
+65
+24% +$22.2K 0.06% 140
2023
Q2 		$91.3K Hold
275
– – 0.04% 151
2023
Q1 		$84.3K Buy
+275
New +$90.1K 0.04% 153
2018
Q2 		– Sell
-100
Closed -$14.8K – 330
2018
Q1 		$14.8K Hold
100
– – 0.01% 255
2017
Q4 		$16.9K Buy
+100
New +$16K 0.01% 221
2017
Q1 		– Sell
-300
Closed -$33.3K – 373
2016
Q4 		$33.3K Sell
300
-42
-12% -$4.43K 0.02% 206
2016
Q3 		$34.1K Buy
+342
New +$33.1K 0.02% 203

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Oak Capital's AMP Position: Q3 2025 in Review

West Oak Capital reduced its Ameriprise Financial (AMP) stake by 43% in Q3 2025, selling an estimated $97.4K and leaving 255 shares worth $1.25K. The position accounts for 0.05% of the portfolio, ranked #129.

West Oak Capital first reported a position in AMP in Q3 2016 and has held it in 15 quarters since. The position peaked at $2.4M in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • West Oak Capital held 255 shares of Ameriprise Financial worth $1.25K as of Q3 2025.
  • West Oak Capital sold 190 Ameriprise Financial shares in Q3 2025, an estimated $97.4K.
  • Ameriprise Financial made up 0.05% of West Oak Capital's portfolio in Q3 2025, its #129 holding.
  • West Oak Capital first reported a position in Ameriprise Financial in Q3 2016 and has held it in 15 quarters since.
  • West Oak Capital's Ameriprise Financial position peaked at $2.4M in Q4 2024.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.