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Brookwood Investment Group’s Ameriprise Financial AMP Stock Holding History

Brookwood Investment 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
2025
Q3 		– Sell
-401
Closed -$214K – 480
2025
Q2 		$214K Sell
401
-197
-33% -$97.3K 0.03% 402
2025
Q1 		$290K Buy
+598
New +$314K 0.05% 323

Other funds holding AMP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brookwood Investment Group's AMP Position: Q3 2025 in Review

Brookwood Investment Group sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 401 shares — an estimated $214K sold.

Brookwood Investment Group first reported a position in AMP in Q1 2025 and held it in 2 quarters. The position peaked at $290K in Q1 2025. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Brookwood Investment Group reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 401 Ameriprise Financial shares in Q3 2025, an estimated $214K.
  • Brookwood Investment Group first reported a position in Ameriprise Financial in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Ameriprise Financial position peaked at $290K in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.