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Westerkirk Capital’s Ameriprise Financial AMP Stock Holding History

Westerkirk 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
2026
Q2 		$809K Hold
1,764
– – 0.08% 125
2026
Q1 		$784K Sell
1,764
-136
-7% -$65.5K 0.08% 118
2025
Q4 		$932K Sell
1,900
-628
-25% -$298K 0.09% 110
2025
Q3 		$1.24M Hold
2,528
– – 0.14% 125
2025
Q2 		$1.35M Buy
+2,528
New +$1.25M 0.17% 117

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

Westerkirk Capital's AMP Position: Q2 2026 in Review

Westerkirk Capital held its Ameriprise Financial (AMP) position steady in Q2 2026 at 1,764 shares worth $809K. The position accounts for 0.08% of the portfolio, ranked #125.

Westerkirk Capital first reported a position in AMP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q2 2025. 1,390 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Westerkirk Capital held 1,764 shares of Ameriprise Financial worth $809K as of Q2 2026.
  • Westerkirk Capital left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.08% of Westerkirk Capital's portfolio in Q2 2026, its #125 holding.
  • Westerkirk Capital first reported a position in Ameriprise Financial in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Ameriprise Financial position peaked at $1.35M in Q2 2025.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.