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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
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 $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

Atomi Financial Group's AMP Position: Q1 2026 in Review

Atomi Financial Group reduced its Ameriprise Financial (AMP) stake by 5.1% in Q1 2026, selling an estimated $26.5K and leaving 1,014 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #757.

Atomi Financial Group first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $689K in Q3 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Atomi Financial Group held 1,014 shares of Ameriprise Financial worth $451K as of Q1 2026.
  • Atomi Financial Group sold 55 Ameriprise Financial shares in Q1 2026, an estimated $26.5K.
  • Ameriprise Financial made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #757 holding.
  • Atomi Financial Group first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Atomi Financial Group's Ameriprise Financial position peaked at $689K in Q3 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.