AFT
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alpha Family Trust's AMP Position: Q1 2026 in Review

Alpha Family Trust held its Ameriprise Financial (AMP) position steady in Q1 2026 at 470 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #197.

Alpha Family Trust first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $251K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Alpha Family Trust held 470 shares of Ameriprise Financial worth $209K as of Q1 2026.
  • Alpha Family Trust left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.1% of Alpha Family Trust's portfolio in Q1 2026, its #197 holding.
  • Alpha Family Trust first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Alpha Family Trust's Ameriprise Financial position peaked at $251K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.