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Ascent Group’s Ameriprise Financial AMP Stock Holding History

Ascent Group’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 		$300K Sell
676
-13
-2% -$6.26K 0.01% 625
2025
Q4 		$338K Sell
689
-113
-14% -$53.6K 0.01% 576
2025
Q3 		$394K Sell
802
-2
-0.2% -$1.02K 0.01% 548
2025
Q2 		$429K Buy
804
+38
+5% +$18.8K 0.02% 499
2025
Q1 		$371K Buy
+766
New +$402K 0.02% 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

Ascent Group's AMP Position: Q1 2026 in Review

Ascent Group reduced its Ameriprise Financial (AMP) stake by 1.9% in Q1 2026, selling an estimated $6.26K and leaving 676 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #625.

Ascent Group first reported a position in AMP in Q1 2025 and has held it in 5 quarters since. The position peaked at $429K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Ascent Group held 676 shares of Ameriprise Financial worth $300K as of Q1 2026.
  • Ascent Group sold 13 Ameriprise Financial shares in Q1 2026, an estimated $6.26K.
  • Ameriprise Financial made up 0.01% of Ascent Group's portfolio in Q1 2026, its #625 holding.
  • Ascent Group first reported a position in Ameriprise Financial in Q1 2025 and has held it in 5 quarters since.
  • Ascent Group's Ameriprise Financial position peaked at $429K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.