Whalerock Point Partners’s Ameriprise Financial AMP Stock Holding History

Whalerock Point Partners’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	-405	Closed	-$216K	–	186
2025 Q2	$216K	Buy	+405	New	+$200K	0.05%	182
2025 Q1	–	Sell	-402	Closed	-$214K	–	185
2024 Q4	$214K	Sell	402 -285	-41%	-$152K	0.05%	179
2024 Q3	$323K	Hold	687	–	–	0.08%	140
2024 Q2	$293K	Hold	687	–	–	0.08%	130
2024 Q1	$301K	Hold	687	–	–	0.08%	140
2023 Q4	$261K	Hold	687	–	–	0.08%	138
2023 Q3	$226K	Hold	687	–	–	0.08%	137
2023 Q2	$228K	Buy	687 +18	+3%	+$5.53K	0.08%	140
2023 Q1	$205K	Hold	669	–	–	0.08%	141
2022 Q4	$208K	Buy	+669	New	+$204K	0.08%	137
2022 Q2	–	Sell	-669	Closed	-$201K	–	138
2022 Q1	$201K	Hold	669	–	–	0.07%	141
2021 Q4	$202K	Buy	+669	New	+$198K	0.07%	148

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

Whalerock Point Partners's AMP Position: Q3 2025 in Review

Whalerock Point Partners sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 405 shares — an estimated $216K sold.

Whalerock Point Partners first reported a position in AMP in Q4 2021 and held it in 12 quarters. The position peaked at $323K in Q3 2024. 1,364 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

Whalerock Point Partners reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
Whalerock Point Partners sold 405 Ameriprise Financial shares in Q3 2025, an estimated $216K.
Whalerock Point Partners first reported a position in Ameriprise Financial in Q4 2021 and held it in 12 quarters.
Whalerock Point Partners's Ameriprise Financial position peaked at $323K in Q3 2024.
1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Whalerock Point Partners's 13F filing for Q3 2025, filed 12 Nov 2025.