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Cassaday & Co Wealth Management’s Ameriprise Financial AMP Stock Holding History

Cassaday & Co Wealth Management’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 		$28.9K Hold
63
– – ﹤0.01% 714
2026
Q1 		$28K Buy
+63
New +$30.4K ﹤0.01% 729

Other funds holding AMP

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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

Cassaday & Co Wealth Management's AMP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Ameriprise Financial (AMP) position steady in Q2 2026 at 63 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Cassaday & Co Wealth Management first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Cassaday & Co Wealth Management held 63 shares of Ameriprise Financial worth $28.9K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Cassaday & Co Wealth Management first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.