Bellwether Advisors’s Ameriprise Financial AMP Stock Holding History

Bellwether 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 Q1	–	Sell	-699	Closed	-$343K	–	161
2025 Q4	$343K	Sell	699 -4,464	-86%	-$2.12M	0.05%	101
2025 Q3	$2.54M	Sell	5,163 -848	-14%	-$435K	0.42%	49
2025 Q2	$3.21M	Sell	6,011 -2,400	-29%	-$1.19M	0.55%	40
2025 Q1	$4.07M	Sell	8,411 -5,801	-41%	-$3.04M	0.85%	27
2024 Q4	$7.57M	Sell	14,212 -427	-3%	-$228K	1.35%	16
2024 Q3	$6.88M	Buy	+14,639	New	+$6.35M	1.32%	18
2023 Q4	–	Sell	-4,412	Closed	-$1.45M	–	114
2023 Q3	$1.45M	Buy	+4,412	New	+$1.51M	0.4%	55
2022 Q1	–	Sell	-2,120	Closed	-$639K	–	545
2021 Q4	$639K	Buy	+2,120	New	+$627K	0.2%	79
2021 Q3	–	Sell	-3,912	Closed	-$973K	–	542
2021 Q2	$973K	Buy	3,912 +3,905	+55,786%	+$984K	0.34%	65
2021 Q1	$1K	Buy	+7	New	+$1.51K	﹤0.01%	358

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellwether Advisors's AMP Position: Q1 2026 in Review

Bellwether Advisors sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 699 shares — an estimated $343K sold.

Bellwether Advisors first reported a position in AMP in Q1 2021 and held it in 10 quarters. The position peaked at $7.57M in Q4 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Bellwether Advisors reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Bellwether Advisors sold 699 Ameriprise Financial shares in Q1 2026, an estimated $343K.
Bellwether Advisors first reported a position in Ameriprise Financial in Q1 2021 and held it in 10 quarters.
Bellwether Advisors's Ameriprise Financial position peaked at $7.57M in Q4 2024.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.