BFG
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Birch Financial Group’s Ameriprise Financial AMP Stock Holding History

Birch 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 		$4.66M Sell
10,147
-4
-0% -$1.83K 2.39% 10
2026
Q1 		$4.51M Buy
10,151
+3
+0% +$1.45K 2.64% 7
2025
Q4 		$4.98M Hold
10,148
– – 2.84% 6
2025
Q3 		$4.99M Buy
10,148
+83
+0.8% +$42.5K 2.94% 7
2025
Q2 		$5.37M Buy
10,065
+32
+0.3% +$15.8K 4.3% 5
2025
Q1 		$4.86M Buy
10,033
+33
+0.3% +$17.3K 4.33% 6
2024
Q4 		$5.32M Buy
+10,000
New +$5.34M 5.99% 4

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

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

Birch Financial Group reduced its Ameriprise Financial (AMP) stake by 0.04% in Q2 2026, selling an estimated $1.83K and leaving 10,147 shares worth $4.66M. The position accounts for 2.39% of the portfolio, ranked #10.

Birch Financial Group first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Birch Financial Group held 10,147 shares of Ameriprise Financial worth $4.66M as of Q2 2026.
  • Birch Financial Group sold 4 Ameriprise Financial shares in Q2 2026, an estimated $1.83K.
  • Ameriprise Financial made up 2.39% of Birch Financial Group's portfolio in Q2 2026, its #10 holding.
  • Birch Financial Group first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Ameriprise Financial position peaked at $5.37M in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.