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Allworth Financial’s Ameriprise Financial AMP Stock Holding History

Allworth Financial’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 		$1.54M Sell
3,349
-727
-18% -$333K 0.01% 590
2026
Q1 		$1.81M Buy
4,076
+684
+20% +$330K 0.01% 555
2025
Q4 		$1.66M Sell
3,392
-465
-12% -$221K 0.01% 559
2025
Q3 		$1.89M Sell
3,857
-667
-15% -$342K 0.01% 515
2025
Q2 		$2.41M Buy
4,524
+56
+1% +$27.7K 0.01% 447
2025
Q1 		$2.12M Sell
4,468
-80
-2% -$42K 0.01% 388
2024
Q4 		$2.55M Sell
4,548
-32
-0.7% -$17.1K 0.01% 354
2024
Q3 		$2.15M Buy
4,580
+614
+15% +$266K 0.01% 328
2024
Q2 		$1.63M Buy
3,966
+2,885
+267% +$1.23M 0.01% 364
2024
Q1 		$474K Sell
1,081
-18
-2% -$7.21K ﹤0.01% 560
2023
Q4 		$417K Sell
1,099
-168
-13% -$57.6K ﹤0.01% 561
2023
Q3 		$418K Buy
1,267
+26
+2% +$8.87K ﹤0.01% 525
2023
Q2 		$412K Sell
1,241
-450
-27% -$138K ﹤0.01% 542
2023
Q1 		$518K Buy
1,691
+894
+112% +$293K 0.01% 466
2022
Q4 		$248K Buy
797
+579
+266% +$177K ﹤0.01% 589
2022
Q3 		$55K Buy
218
+55
+34% +$14.5K ﹤0.01% 923
2022
Q2 		$39K Buy
163
+128
+366% +$34.3K ﹤0.01% 979
2022
Q1 		$11K Buy
35
+3
+9% +$908 ﹤0.01% 1450
2021
Q4 		$10K Buy
32
+1
+3% +$296 ﹤0.01% 1369
2021
Q3 		$8K Buy
31
+4
+15% +$1.05K ﹤0.01% 1394
2021
Q2 		$7K Buy
+27
New +$6.81K ﹤0.01% 1119
2019
Q2 		– Sell
-249
Closed -$32K – 934
2019
Q1 		$32K Buy
249
+174
+232% +$21.6K ﹤0.01% 380
2018
Q4 		$8K Hold
75
– – ﹤0.01% 551
2018
Q3 		$11K Buy
+75
New +$10.7K ﹤0.01% 536

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Allworth Financial's AMP Position: Q2 2026 in Review

Allworth Financial reduced its Ameriprise Financial (AMP) stake by 18% in Q2 2026, selling an estimated $333K and leaving 3,349 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #590.

Allworth Financial first reported a position in AMP in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.55M in Q4 2024. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Allworth Financial held 3,349 shares of Ameriprise Financial worth $1.54M as of Q2 2026.
  • Allworth Financial sold 727 Ameriprise Financial shares in Q2 2026, an estimated $333K.
  • Ameriprise Financial made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #590 holding.
  • Allworth Financial first reported a position in Ameriprise Financial in Q3 2018 and has held it in 24 quarters since.
  • Allworth Financial's Ameriprise Financial position peaked at $2.55M in Q4 2024.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.