Accordant Advisory Group’s Ameriprise Financial AMP Stock Holding History

Accordant Advisory 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
2025 Q4	–	Sell	-60	Closed	-$29.5K	–	176
2025 Q3	$29.5K	Hold	60	–	–	0.02%	105
2025 Q2	$32K	Hold	60	–	–	0.02%	100
2025 Q1	$29K	Hold	60	–	–	0.03%	86
2024 Q4	$31.9K	Hold	60	–	–	0.03%	84
2024 Q3	$28.2K	Hold	60	–	–	0.02%	94
2024 Q2	$25.6K	Buy	+60	New	+$25.6K	0.02%	99

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Accordant Advisory Group's AMP Position: Q4 2025 in Review

Accordant Advisory Group sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 60 shares — an estimated $29.5K sold.

Accordant Advisory Group first reported a position in AMP in Q2 2024 and held it in 6 quarters. The position peaked at $32K in Q2 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Accordant Advisory Group reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Accordant Advisory Group sold 60 Ameriprise Financial shares in Q4 2025, an estimated $29.5K.
Accordant Advisory Group first reported a position in Ameriprise Financial in Q2 2024 and held it in 6 quarters.
Accordant Advisory Group's Ameriprise Financial position peaked at $32K in Q2 2025.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Accordant Advisory Group's 13F filing for Q4 2025, filed 22 Jan 2026.