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Abacus Planning Group’s Ameriprise Financial AMP Stock Holding History

Abacus Planning Group’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
Q1 		– Sell
-441
Closed -$216K – 266
2025
Q4 		$216K Sell
441
-21
-5% -$9.96K 0.03% 239
2025
Q3 		$227K Buy
462
+25
+6% +$12.8K 0.03% 225
2025
Q2 		$233K Sell
437
-11
-2% -$5.43K 0.03% 211
2025
Q1 		$217K Buy
448
+3
+0.7% +$1.57K 0.04% 199
2024
Q4 		$237K Sell
445
-3
-0.7% -$1.6K 0.04% 188
2024
Q3 		$210K Buy
+448
New +$194K 0.04% 201

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Abacus Planning Group's AMP Position: Q1 2026 in Review

Abacus Planning Group sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 441 shares — an estimated $216K sold.

Abacus Planning Group first reported a position in AMP in Q3 2024 and held it in 6 quarters. The position peaked at $237K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Abacus Planning Group reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Abacus Planning Group sold 441 Ameriprise Financial shares in Q1 2026, an estimated $216K.
  • Abacus Planning Group first reported a position in Ameriprise Financial in Q3 2024 and held it in 6 quarters.
  • Abacus Planning Group's Ameriprise Financial position peaked at $237K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.