AWA
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Arkadios Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Arkadios Wealth 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
Q1 		$1.82M Sell
4,096
-55
-1% -$26.5K 0.03% 546
2025
Q4 		$2.04M Buy
4,151
+14
+0.3% +$6.64K 0.04% 443
2025
Q3 		$2.03M Buy
4,137
+1,031
+33% +$528K 0.05% 395
2025
Q2 		$1.66M Sell
3,106
-5,519
-64% -$2.73M 0.05% 393
2025
Q1 		$4.18M Buy
8,625
+7,352
+578% +$3.86M 0.16% 148
2024
Q4 		$678K Buy
1,273
+6
+0.5% +$3.2K 0.04% 434
2024
Q3 		$595K Buy
1,267
+48
+4% +$20.8K 0.03% 486
2024
Q2 		$521K Buy
1,219
+303
+33% +$129K 0.04% 460
2024
Q1 		$402K Buy
916
+237
+35% +$94.9K 0.03% 448
2023
Q4 		$258K Sell
679
-27
-4% -$9.26K 0.02% 571
2023
Q3 		$233K Buy
+706
New +$241K 0.02% 574
2021
Q4 		– Sell
-586
Closed -$154K – 628
2021
Q3 		$154K Sell
586
-28
-5% -$7.32K 0.02% 573
2021
Q2 		$153K Buy
614
+131
+27% +$33K 0.02% 601
2021
Q1 		$112K Buy
483
+362
+299% +$78.3K 0.02% 513
2020
Q4 		$23K Buy
121
+40
+49% +$7.16K ﹤0.01% 712
2020
Q3 		$13.8K Hold
81
– – 0.01% 673
2020
Q2 		$12.1K Sell
81
-3
-4% -$385 0.01% 642
2020
Q1 		$8.61K Hold
84
– – 0.01% 671
2019
Q4 		$15K Buy
+84
New +$13K 0.01% 517

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

Arkadios Wealth Advisors's AMP Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 1.3% in Q1 2026, selling an estimated $26.5K and leaving 4,096 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #546.

Arkadios Wealth Advisors first reported a position in AMP in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.18M in Q1 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Arkadios Wealth Advisors held 4,096 shares of Ameriprise Financial worth $1.82M as of Q1 2026.
  • Arkadios Wealth Advisors sold 55 Ameriprise Financial shares in Q1 2026, an estimated $26.5K.
  • Ameriprise Financial made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #546 holding.
  • Arkadios Wealth Advisors first reported a position in Ameriprise Financial in Q4 2019 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Ameriprise Financial position peaked at $4.18M in Q1 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.