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Atomi Financial Group’s Ameriprise Financial AMP Stock Holding History

Atomi Financial 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
Q2 		$501K Buy
1,092
+78
+8% +$35.8K 0.01% 766
2026
Q1 		$451K Sell
1,014
-55
-5% -$26.5K 0.01% 757
2025
Q4 		$524K Sell
1,069
-333
-24% -$158K 0.02% 669
2025
Q3 		$689K Buy
1,402
+353
+34% +$181K 0.02% 512
2025
Q2 		$560K Buy
1,049
+185
+21% +$91.4K 0.02% 541
2025
Q1 		$418K Buy
864
+75
+10% +$39.3K 0.02% 609
2024
Q4 		$420K Buy
789
+125
+19% +$66.7K 0.02% 551
2024
Q3 		$312K Buy
664
+41
+7% +$17.8K 0.02% 650
2024
Q2 		$266K Buy
623
+152
+32% +$64.9K 0.02% 628
2024
Q1 		$207K Buy
+471
New +$189K 0.02% 670

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
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

Atomi Financial Group's AMP Position: Q2 2026 in Review

Atomi Financial Group increased its Ameriprise Financial (AMP) stake by 7.7% in Q2 2026, buying an estimated $35.8K and bringing the position to 1,092 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #766.

Atomi Financial Group first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $689K in Q3 2025. 1,390 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Atomi Financial Group held 1,092 shares of Ameriprise Financial worth $501K as of Q2 2026.
  • Atomi Financial Group bought 78 Ameriprise Financial shares in Q2 2026, an estimated $35.8K.
  • Ameriprise Financial made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #766 holding.
  • Atomi Financial Group first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Ameriprise Financial position peaked at $689K in Q3 2025.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.