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Beacon Financial Group’s Ameriprise Financial AMP Stock Holding History

Beacon 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 		$470K Sell
1,025
-17
-2% -$7.79K 0.04% 253
2026
Q1 		$463K Sell
1,042
-22
-2% -$10.6K 0.05% 240
2025
Q4 		$522K Sell
1,064
-14
-1% -$6.64K 0.05% 228
2025
Q3 		$530K Sell
1,078
-5
-0.5% -$2.56K 0.05% 225
2025
Q2 		$578K Buy
1,083
+1
+0.1% +$494 0.06% 212
2025
Q1 		$524K Sell
1,082
-41
-4% -$21.5K 0.06% 216
2024
Q4 		$598K Sell
1,123
-37
-3% -$19.7K 0.06% 203
2024
Q3 		$545K Sell
1,160
-49
-4% -$21.3K 0.06% 209
2024
Q2 		$517K Sell
1,209
-76
-6% -$32.5K 0.06% 207
2024
Q1 		$563K Sell
1,285
-96
-7% -$38.4K 0.06% 205
2023
Q4 		$525K Buy
1,381
+387
+39% +$133K 0.06% 212
2023
Q3 		$336K Buy
994
+182
+22% +$62.1K 0.05% 200
2023
Q2 		$269K Buy
812
+17
+2% +$5.22K 0.04% 213
2023
Q1 		$240K Sell
795
-24
-3% -$7.86K 0.03% 212
2022
Q4 		$255K Buy
+819
New +$250K 0.03% 220

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

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

Beacon Financial Group reduced its Ameriprise Financial (AMP) stake by 1.6% in Q2 2026, selling an estimated $7.79K and leaving 1,025 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #253.

Beacon Financial Group first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $598K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Beacon Financial Group held 1,025 shares of Ameriprise Financial worth $470K as of Q2 2026.
  • Beacon Financial Group sold 17 Ameriprise Financial shares in Q2 2026, an estimated $7.79K.
  • Ameriprise Financial made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #253 holding.
  • Beacon Financial Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Beacon Financial Group's Ameriprise Financial position peaked at $598K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.