BWA
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Basecamp Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Basecamp Wealth 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
Q2 		$136K Sell
297
-28
-9% -$12.8K 0.03% 333
2026
Q1 		$144K Buy
325
+27
+9% +$13K 0.03% 318
2025
Q4 		$146K Buy
+298
New +$141K 0.03% 303

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

Basecamp Wealth Advisors's AMP Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 8.6% in Q2 2026, selling an estimated $12.8K and leaving 297 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #333.

Basecamp Wealth Advisors first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. The position peaked at $146K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Basecamp Wealth Advisors held 297 shares of Ameriprise Financial worth $136K as of Q2 2026.
  • Basecamp Wealth Advisors sold 28 Ameriprise Financial shares in Q2 2026, an estimated $12.8K.
  • Ameriprise Financial made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #333 holding.
  • Basecamp Wealth Advisors first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Ameriprise Financial position peaked at $146K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.