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AssuredPartners Investment Advisors’s Ameriprise Financial AMP Stock Holding History

AssuredPartners Investment 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 		– Sell
-428
Closed -$210K – 405
2025
Q4 		$210K Buy
428
+1
+0.2% +$475 0.03% 325
2025
Q3 		$210K Hold
427
– – 0.05% 254
2025
Q2 		$228K Sell
427
-1
-0.2% -$494 0.06% 216
2025
Q1 		$207K Buy
+428
New +$224K 0.04% 309

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssuredPartners Investment Advisors's AMP Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 428 shares — an estimated $210K sold.

AssuredPartners Investment Advisors first reported a position in AMP in Q1 2025 and held it in 4 quarters. The position peaked at $228K in Q2 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 428 Ameriprise Financial shares in Q1 2026, an estimated $210K.
  • AssuredPartners Investment Advisors first reported a position in Ameriprise Financial in Q1 2025 and held it in 4 quarters.
  • AssuredPartners Investment Advisors's Ameriprise Financial position peaked at $228K in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.