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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
193,792
Value
$88.9M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of AMP by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026193,792$88.9M0.1%+795+0.4%AddedHolders
Q1 2026192,997$85.8M0.2%+2,600+1.4%AddedHolders
Q4 2025190,397$93.4M0.2%+4,546+2.4%AddedHolders
Q3 2025185,851$91.3M0.2%+9,841+5.6%AddedHolders
Q2 2025176,010$93.9M0.2%+6,045+3.6%AddedHolders
Q1 2025169,965$82.3M0.2%+10,760+6.8%AddedHolders
Q4 2024159,205$84.8M0.2%+6,902+4.5%AddedHolders
Q3 2024152,303$71.6M0.2%−438−0.3%ReducedHolders
Q2 2024152,741$65.2M0.2%+9,846+6.9%AddedHolders
Q1 2024142,895$62.7M0.2%+89,679+168.5%AddedHolders
Q4 202353,216$20.2M0.1%+316+0.6%AddedHolders
Q3 202352,900$17.4M0.1%+253+0.5%AddedHolders
Q2 202352,647$17.5M0.1%+3,815+7.8%AddedHolders
Q1 202348,832$15.0M0.1%+1,980+4.2%AddedHolders
Q4 202246,852$14.6M0.1%+2,821+6.4%AddedHolders
Q3 202244,031$11.1M0.1%+10,095+29.7%AddedHolders
Q2 202233,936$8.07M0.1%−3,209−8.6%ReducedHolders
Q1 202237,145$11.2M0.1%+15,739+73.5%AddedHolders
Q4 202121,406$6.46M<0.1%+10,548+97.1%AddedHolders
Q3 202110,858$2.87M<0.1%+278+2.6%AddedHolders
Q2 202110,580$2.63M<0.1%+754+7.7%AddedHolders
Q1 20219,826$2.28M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.