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Atria Wealth Solutions’s Ameriprise Financial AMP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.88M Buy
3,523
+332
+10% +$164K 0.04% 435
2025
Q1 		$1.54M Sell
3,191
-51
-2% -$26.7K 0.02% 730
2024
Q4 		$1.73M Sell
3,242
-674
-17% -$360K 0.02% 697
2024
Q3 		$1.84M Sell
3,916
-180
-4% -$78.1K 0.02% 673
2024
Q2 		$1.75M Sell
4,096
-1,298
-24% -$554K 0.02% 673
2024
Q1 		$2.36M Buy
5,394
+553
+11% +$221K 0.03% 580
2023
Q4 		$1.84M Buy
4,841
+426
+10% +$146K 0.02% 626
2023
Q3 		$1.46M Sell
4,415
-2,379
-35% -$812K 0.02% 669
2023
Q2 		$2.26M Buy
6,794
+3,505
+107% +$1.08M 0.03% 526
2023
Q1 		$1.01M Sell
3,289
-580
-15% -$190K 0.01% 794
2022
Q4 		$1.2M Buy
3,869
+1,854
+92% +$565K 0.02% 674
2022
Q3 		$508K Sell
2,015
-64
-3% -$16.8K 0.01% 1010
2022
Q2 		$494K Sell
2,079
-533
-20% -$143K 0.01% 979
2022
Q1 		$785K Buy
+2,612
New +$790K 0.01% 825

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's AMP Position: Q2 2025 in Review

Atria Wealth Solutions increased its Ameriprise Financial (AMP) stake by 10% in Q2 2025, buying an estimated $164K and bringing the position to 3,523 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #435.

Atria Wealth Solutions first reported a position in AMP in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.36M in Q1 2024. 1,364 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Atria Wealth Solutions held 3,523 shares of Ameriprise Financial worth $1.88M as of Q2 2025.
  • Atria Wealth Solutions bought 332 Ameriprise Financial shares in Q2 2025, an estimated $164K.
  • Ameriprise Financial made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #435 holding.
  • Atria Wealth Solutions first reported a position in Ameriprise Financial in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Ameriprise Financial position peaked at $2.36M in Q1 2024.
  • 1,364 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.