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Alpha Family Trust’s Ameriprise Financial AMP Stock Holding History

Alpha Family Trust’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 		$216K Hold
470
– – 0.09% 191
2026
Q1 		$209K Hold
470
– – 0.1% 197
2025
Q4 		$230K Hold
470
– – 0.11% 172
2025
Q3 		$231K Hold
470
– – 0.11% 169
2025
Q2 		$251K Hold
470
– – 0.12% 154
2025
Q1 		$228K Hold
470
– – 0.13% 147
2024
Q4 		$250K Hold
470
– – 0.14% 123
2024
Q3 		$221K Hold
470
– – 0.12% 144
2024
Q2 		$201K Hold
470
– – 0.12% 149
2024
Q1 		$206K Buy
+470
New +$188K 0.12% 144

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 $3.38T AUM 44.17% 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

Alpha Family Trust's AMP Position: Q2 2026 in Review

Alpha Family Trust held its Ameriprise Financial (AMP) position steady in Q2 2026 at 470 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #191.

Alpha Family Trust first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $251K in Q2 2025. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Alpha Family Trust held 470 shares of Ameriprise Financial worth $216K as of Q2 2026.
  • Alpha Family Trust left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.09% of Alpha Family Trust's portfolio in Q2 2026, its #191 holding.
  • Alpha Family Trust first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Alpha Family Trust's Ameriprise Financial position peaked at $251K in Q2 2025.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.