Westfield Capital Management
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Westfield Capital Management’s Ameriprise Financial AMP Stock Holding History

Westfield Capital Management’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
Q4 		– Sell
-14,691
Closed -$7.22M – 242
2025
Q3 		$7.22M Sell
14,691
-2,785
-16% -$1.43M 0.03% 193
2025
Q2 		$9.33M Sell
17,476
-1,921
-10% -$949K 0.04% 189
2025
Q1 		$9.39M Sell
19,397
-869
-4% -$456K 0.05% 186
2024
Q4 		$10.8M Sell
20,266
-702
-3% -$375K 0.05% 185
2024
Q3 		$9.85M Buy
20,968
+362
+2% +$157K 0.04% 196
2024
Q2 		$8.8M Buy
20,606
+1,230
+6% +$525K 0.04% 199
2024
Q1 		$8.5M Sell
19,376
-90,143
-82% -$36.1M 0.04% 201
2023
Q4 		$41.6M Sell
109,519
-109,659
-50% -$37.6M 0.24% 151
2023
Q3 		$72.3M Sell
219,178
-4,234
-2% -$1.44M 0.49% 76
2023
Q2 		$74.2M Buy
223,412
+57,220
+34% +$17.6M 0.47% 78
2023
Q1 		$50.9M Buy
+166,192
New +$54.4M 0.36% 113
2016
Q1 		– Sell
-347,465
Closed -$37M – 263
2015
Q4 		$37M Buy
347,465
+26,890
+8% +$3.01M 0.25% 123
2015
Q3 		$35M Buy
320,575
+53,075
+20% +$6.26M 0.25% 120
2015
Q2 		$33.4M Buy
267,500
+39,290
+17% +$5.01M 0.2% 135
2015
Q1 		$29.9M Sell
228,210
-157,581
-41% -$20.8M 0.17% 161
2014
Q4 		$51M Sell
385,791
-81,645
-17% -$10.3M 0.3% 111
2014
Q3 		$57.7M Buy
467,436
+8,839
+2% +$1.08M 0.35% 95
2014
Q2 		$55M Sell
458,597
-66,360
-13% -$7.42M 0.33% 102
2014
Q1 		$57.8M Sell
524,957
-3,443
-0.7% -$377K 0.35% 100
2013
Q4 		$60.8M Sell
528,400
-210,750
-29% -$21.8M 0.36% 95
2013
Q3 		$67.3M Buy
739,150
+2,745
+0.4% +$242K 0.43% 76
2013
Q2 		$59.6M Buy
+736,405
New +$57.2M 0.41% 88

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Westfield Capital Management's AMP Position: Q4 2025 in Review

Westfield Capital Management sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 14,691 shares — an estimated $7.22M sold.

Westfield Capital Management first reported a position in AMP in Q2 2013 and held it in 22 quarters. The position peaked at $74.2M in Q2 2023. 1,426 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

  • Westfield Capital Management reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
  • Westfield Capital Management sold 14,691 Ameriprise Financial shares in Q4 2025, an estimated $7.22M.
  • Westfield Capital Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 22 quarters.
  • Westfield Capital Management's Ameriprise Financial position peaked at $74.2M in Q2 2023.
  • 1,426 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Westfield Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.