Center for Financial Planning’s Ameriprise Financial AMP Stock Holding History

Center for Financial Planning’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	$62.9K	Hold	137	–	–	0.01%	293
2026 Q1	$60.9K	Hold	137	–	–	0.01%	281
2025 Q4	$67.2K	Hold	137	–	–	0.01%	267
2025 Q3	$67.3K	Buy	137 +98	+251%	+$50.2K	0.01%	270
2025 Q2	$20.8K	Hold	39	–	–	﹤0.01%	389
2025 Q1	$18.9K	Hold	39	–	–	﹤0.01%	398
2024 Q4	$20.8K	Buy	39 +26	+200%	+$13.9K	﹤0.01%	345
2024 Q3	$6.11K	Hold	13	–	–	﹤0.01%	446
2024 Q2	$5.55K	Hold	13	–	–	﹤0.01%	450
2024 Q1	$5.7K	Hold	13	–	–	﹤0.01%	462
2023 Q4	$4.94K	Hold	13	–	–	﹤0.01%	420
2023 Q3	$4.29K	Hold	13	–	–	﹤0.01%	422
2023 Q2	$4.32K	Hold	13	–	–	﹤0.01%	454
2023 Q1	$3.98K	Hold	13	–	–	﹤0.01%	427
2022 Q4	$4.05K	Hold	13	–	–	﹤0.01%	424
2022 Q3	$3K	Buy	+13	New	+$3.42K	﹤0.01%	458

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Center for Financial Planning's AMP Position: Q2 2026 in Review

Center for Financial Planning held its Ameriprise Financial (AMP) position steady in Q2 2026 at 137 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #293.

Center for Financial Planning first reported a position in AMP in Q3 2022 and has held it in 16 quarters since. The position peaked at $67.3K in Q3 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

Center for Financial Planning held 137 shares of Ameriprise Financial worth $62.9K as of Q2 2026.
Center for Financial Planning left its Ameriprise Financial share count unchanged in Q2 2026.
Ameriprise Financial made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #293 holding.
Center for Financial Planning first reported a position in Ameriprise Financial in Q3 2022 and has held it in 16 quarters since.
Center for Financial Planning's Ameriprise Financial position peaked at $67.3K in Q3 2025.
1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.