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Birchwood Financial Partners’s Ameriprise Financial AMP Stock Holding History

Birchwood Financial Partners’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
-9
Closed -$4.41K – 351
2025
Q4 		$4.41K Buy
+9
New +$4.27K ﹤0.01% 314

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

Birchwood Financial Partners's AMP Position: Q1 2026 in Review

Birchwood Financial Partners sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 9 shares — an estimated $4.41K sold.

Birchwood Financial Partners first reported a position in AMP in Q4 2025 and held it in 1 quarter. The position peaked at $4.41K in Q4 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Birchwood Financial Partners reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 9 Ameriprise Financial shares in Q1 2026, an estimated $4.41K.
  • Birchwood Financial Partners first reported a position in Ameriprise Financial in Q4 2025 and held it in 1 quarter.
  • Birchwood Financial Partners's Ameriprise Financial position peaked at $4.41K in Q4 2025.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Birchwood Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.