Brooks Moore & Associates’s Ameriprise Financial AMP Stock Holding History

Brooks Moore & Associates’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	$222K	Hold	500	–	–	0.11%	102
2025 Q4	$245K	Hold	500	–	–	0.12%	99
2025 Q3	$246K	Hold	500	–	–	0.12%	98
2025 Q2	$259K	Hold	500	–	–	0.14%	98
2025 Q1	$242K	Hold	500	–	–	0.14%	96
2024 Q4	$266K	Sell	500 -100	-17%	-$53.4K	0.16%	86
2024 Q3	$282K	Hold	600	–	–	0.17%	83
2024 Q2	$256K	Sell	600 -150	-20%	-$64.1K	0.16%	83
2024 Q1	$329K	Hold	750	–	–	0.21%	74
2023 Q4	$285K	Hold	750	–	–	0.2%	73
2023 Q3	$247K	Hold	750	–	–	0.19%	73
2023 Q2	$249K	Hold	750	–	–	0.18%	75
2023 Q1	$230K	Sell	750 -250	-25%	-$81.9K	0.17%	79
2022 Q4	$311K	Hold	1,000	–	–	0.23%	71
2022 Q3	$252K	Hold	1,000	–	–	0.2%	69
2022 Q2	$238K	Hold	1,000	–	–	0.17%	80
2022 Q1	$300K	Hold	1,000	–	–	0.18%	81
2021 Q4	$302K	Hold	1,000	–	–	0.18%	86
2021 Q3	$264K	Hold	1,000	–	–	0.17%	89
2021 Q2	$249K	Hold	1,000	–	–	0.16%	93
2021 Q1	$232K	Buy	+1,000	New	+$216K	0.16%	90

Other funds holding AMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brooks Moore & Associates's AMP Position: Q1 2026 in Review

Brooks Moore & Associates held its Ameriprise Financial (AMP) position steady in Q1 2026 at 500 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #102.

Brooks Moore & Associates first reported a position in AMP in Q1 2021 and has held it in 21 quarters since. The position peaked at $329K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Brooks Moore & Associates held 500 shares of Ameriprise Financial worth $222K as of Q1 2026.
Brooks Moore & Associates left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.11% of Brooks Moore & Associates's portfolio in Q1 2026, its #102 holding.
Brooks Moore & Associates first reported a position in Ameriprise Financial in Q1 2021 and has held it in 21 quarters since.
Brooks Moore & Associates's Ameriprise Financial position peaked at $329K in Q1 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.