Addison Advisors’s Ameriprise Financial AMP Stock Holding History

Addison Advisors’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	$1.38K	Hold	3	–	–	﹤0.01%	600
2026 Q1	$1.33K	Hold	3	–	–	﹤0.01%	865
2025 Q4	$1.47K	Hold	3	–	–	﹤0.01%	809
2025 Q3	$1.47K	Hold	3	–	–	﹤0.01%	797
2025 Q2	$1.6K	Hold	3	–	–	﹤0.01%	792
2025 Q1	$1.45K	Hold	3	–	–	﹤0.01%	764
2024 Q4	$1.6K	Sell	3 -9	-75%	-$4.8K	﹤0.01%	764
2024 Q3	$5.64K	Hold	12	–	–	﹤0.01%	653
2024 Q2	$5.13K	Buy	12 +3	+33%	+$1.28K	﹤0.01%	632
2024 Q1	$3.95K	Hold	9	–	–	﹤0.01%	588
2023 Q4	$3.42K	Hold	9	–	–	﹤0.01%	593
2023 Q3	$2.97K	Hold	9	–	–	﹤0.01%	570
2023 Q2	$2.99K	Hold	9	–	–	﹤0.01%	555
2023 Q1	$2.76K	Sell	9 -6	-40%	-$1.97K	﹤0.01%	542
2022 Q4	$4.67K	Sell	15 -4	-21%	-$1.22K	﹤0.01%	508
2022 Q3	$5K	Buy	19 +15	+375%	+$3.95K	﹤0.01%	495
2022 Q2	$1K	Sell	4 -3	-43%	-$804	﹤0.01%	568
2022 Q1	$2K	Buy	7 +1	+17%	+$303	﹤0.01%	570
2021 Q4	$2K	Buy	+6	New	+$1.77K	﹤0.01%	515

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

Addison Advisors's AMP Position: Q2 2026 in Review

Addison Advisors held its Ameriprise Financial (AMP) position steady in Q2 2026 at 3 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Addison Advisors first reported a position in AMP in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.64K in Q3 2024. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Addison Advisors held 3 shares of Ameriprise Financial worth $1.38K as of Q2 2026.
Addison Advisors left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #600 holding.
Addison Advisors first reported a position in Ameriprise Financial in Q4 2021 and has held it in 19 quarters since.
Addison Advisors's Ameriprise Financial position peaked at $5.64K in Q3 2024.
1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.