CFO
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Callan Family Office’s Ameriprise Financial AMP Stock Holding History

Callan Family Office’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 		$3.16M Sell
7,109
-257
-3% -$124K 0.07% 262
2025
Q4 		$3.61M Buy
7,366
+1,762
+31% +$836K 0.08% 238
2025
Q3 		$2.75M Sell
5,604
-194
-3% -$99.4K 0.09% 229
2025
Q2 		$3.09M Buy
5,798
+2,623
+83% +$1.3M 0.1% 217
2025
Q1 		$1.54M Sell
3,175
-739
-19% -$388K 0.12% 158
2024
Q4 		$2.08M Buy
+3,914
New +$2.09M 0.13% 142

Other funds holding AMP

BlackRock
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Callan Family Office's AMP Position: Q1 2026 in Review

Callan Family Office reduced its Ameriprise Financial (AMP) stake by 3.5% in Q1 2026, selling an estimated $124K and leaving 7,109 shares worth $3.16M. The position accounts for 0.07% of the portfolio, ranked #262.

Callan Family Office first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.61M in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Callan Family Office held 7,109 shares of Ameriprise Financial worth $3.16M as of Q1 2026.
  • Callan Family Office sold 257 Ameriprise Financial shares in Q1 2026, an estimated $124K.
  • Ameriprise Financial made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #262 holding.
  • Callan Family Office first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Ameriprise Financial position peaked at $3.61M in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.