Action Point Financial Planning’s Ameriprise Financial AMP Stock Holding History

Action Point Financial Planning’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	$29.8K	Buy	+67	New	+$30.7K	﹤0.01%	992

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's AMP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ameriprise Financial (AMP) in Q2 2026: 67 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Action Point Financial Planning held 67 shares of Ameriprise Financial worth $29.8K as of Q2 2026.
Ameriprise Financial was a new Action Point Financial Planning position in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #992 holding.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.