ZF
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Zhang Financial’s Ameriprise Financial AMP Stock Holding History

Zhang Financial’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 		$3.82M Buy
8,317
+1,574
+23% +$721K 0.11% 95
2026
Q1 		$3M Buy
6,743
+1,235
+22% +$595K 0.1% 96
2025
Q4 		$2.7M Buy
5,508
+855
+18% +$406K 0.1% 101
2025
Q3 		$2.29M Buy
4,653
+557
+14% +$285K 0.09% 107
2025
Q2 		$2.19M Sell
4,096
-320
-7% -$158K 0.1% 106
2025
Q1 		$2.14M Buy
4,416
+954
+28% +$500K 0.11% 100
2024
Q4 		$1.84M Buy
3,462
+190
+6% +$101K 0.11% 103
2024
Q3 		$1.54M Buy
3,272
+396
+14% +$172K 0.1% 110
2024
Q2 		$1.23M Buy
2,876
+197
+7% +$84.2K 0.09% 119
2024
Q1 		$1.17M Buy
2,679
+955
+55% +$382K 0.09% 129
2023
Q4 		$655K Buy
1,724
+203
+13% +$69.6K 0.06% 160
2023
Q3 		$501K Buy
1,521
+419
+38% +$143K 0.05% 159
2023
Q2 		$366K Buy
+1,102
New +$339K 0.04% 187

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

Zhang Financial's AMP Position: Q2 2026 in Review

Zhang Financial increased its Ameriprise Financial (AMP) stake by 23% in Q2 2026, buying an estimated $721K and bringing the position to 8,317 shares worth $3.82M. The position accounts for 0.11% of the portfolio, ranked #95.

Zhang Financial first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Zhang Financial held 8,317 shares of Ameriprise Financial worth $3.82M as of Q2 2026.
  • Zhang Financial bought 1,574 Ameriprise Financial shares in Q2 2026, an estimated $721K.
  • Ameriprise Financial made up 0.11% of Zhang Financial's portfolio in Q2 2026, its #95 holding.
  • Zhang Financial first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.