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Avion Wealth’s Ameriprise Financial AMP Stock Holding History

Avion Wealth’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 		$17K Buy
39
+21
+117% +$9.63K ﹤0.01% 420
2026
Q1 		$8K Sell
18
-2
-10% -$964 ﹤0.01% 543
2025
Q4 		$9K Sell
20
-3
-13% -$1.42K ﹤0.01% 503
2025
Q3 		$11K Hold
23
– – ﹤0.01% 449
2025
Q2 		$12K Buy
23
+7
+44% +$3.46K ﹤0.01% 411
2025
Q1 		$8K Hold
16
– – ﹤0.01% 429
2024
Q4 		$8K Buy
16
+1
+7% +$534 ﹤0.01% 428
2024
Q3 		$7K Hold
15
– – ﹤0.01% 428
2024
Q2 		$6K Buy
15
+4
+36% +$1.71K ﹤0.01% 420
2024
Q1 		$5K Sell
11
-1
-8% -$400 ﹤0.01% 442
2023
Q4 		$5K Sell
12
-1
-8% -$343 ﹤0.01% 386
2023
Q3 		$3K Buy
13
+1
+8% +$341 ﹤0.01% 408
2023
Q2 		$3K Buy
+12
New +$3.69K ﹤0.01% 403

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

Avion Wealth's AMP Position: Q2 2026 in Review

Avion Wealth increased its Ameriprise Financial (AMP) stake by 117% in Q2 2026, buying an estimated $9.63K and bringing the position to 39 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Avion Wealth first reported a position in AMP in Q2 2023 and has held it in 13 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Avion Wealth held 39 shares of Ameriprise Financial worth $17K as of Q2 2026.
  • Avion Wealth bought 21 Ameriprise Financial shares in Q2 2026, an estimated $9.63K.
  • Ameriprise Financial made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #420 holding.
  • Avion Wealth first reported a position in Ameriprise Financial in Q2 2023 and has held it in 13 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.