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Catalyst Financial Partners’s Ameriprise Financial AMP Stock Holding History

Catalyst 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 		$578K Sell
1,300
-36
-3% -$17.3K 0.07% 176
2025
Q4 		$655K Sell
1,336
-3
-0.2% -$1.42K 0.07% 140
2025
Q3 		$658K Sell
1,339
-4
-0.3% -$2.05K 0.08% 133
2025
Q2 		$717K Buy
1,343
+1
+0.1% +$494 0.08% 123
2025
Q1 		$650K Buy
1,342
+2
+0.1% +$1.05K 0.12% 118
2024
Q4 		$713K Buy
1,340
+4
+0.3% +$2.13K 0.13% 96
2024
Q3 		$628K Buy
1,336
+16
+1% +$6.94K 0.12% 107
2024
Q2 		$564K Buy
1,320
+63
+5% +$26.9K 0.12% 107
2024
Q1 		$518K Sell
1,257
-109
-8% -$43.6K 0.13% 106
2023
Q4 		$519K Buy
1,366
+16
+1% +$5.49K 0.15% 91
2023
Q3 		$445K Buy
1,350
+51
+4% +$17.4K 0.14% 104
2023
Q2 		$431K Buy
1,299
+27
+2% +$8.3K 0.15% 97
2023
Q1 		$390K Buy
1,272
+72
+6% +$23.6K 0.17% 95
2022
Q4 		$374K Buy
+1,200
New +$366K 0.19% 86

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

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

Catalyst Financial Partners reduced its Ameriprise Financial (AMP) stake by 2.7% in Q1 2026, selling an estimated $17.3K and leaving 1,300 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #176.

Catalyst Financial Partners first reported a position in AMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $717K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Catalyst Financial Partners held 1,300 shares of Ameriprise Financial worth $578K as of Q1 2026.
  • Catalyst Financial Partners sold 36 Ameriprise Financial shares in Q1 2026, an estimated $17.3K.
  • Ameriprise Financial made up 0.07% of Catalyst Financial Partners's portfolio in Q1 2026, its #176 holding.
  • Catalyst Financial Partners first reported a position in Ameriprise Financial in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Ameriprise Financial position peaked at $717K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.