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Concorde Asset Management’s Ameriprise Financial AMP Stock Holding History

Concorde Asset 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
Q1 		– Sell
-446
Closed -$219K – 209
2025
Q4 		$219K Sell
446
-2
-0.4% -$949 0.09% 214
2025
Q3 		$221K Buy
+448
New +$230K 0.09% 204
2025
Q1 		$259K Sell
547
-1
-0.2% -$524 0.14% 135
2024
Q4 		$292K Hold
548
– – 0.15% 128
2024
Q3 		$257K Sell
548
-101
-16% -$43.8K 0.15% 130
2024
Q2 		$277K Sell
649
-23
-3% -$9.82K 0.17% 110
2024
Q1 		$295K Buy
672
+58
+9% +$23.2K 0.2% 96
2023
Q4 		$233K Buy
614
+5
+0.8% +$1.72K 0.16% 132
2023
Q3 		$201K Buy
609
+2
+0.3% +$683 0.18% 133
2023
Q2 		$202K Buy
+607
New +$187K 0.19% 118
2022
Q2 		– Sell
-777
Closed -$233K – 113
2022
Q1 		$233K Hold
777
– – 0.15% 133
2021
Q4 		$234K Sell
777
-2
-0.3% -$592 0.14% 144
2021
Q3 		$206K Buy
+779
New +$204K 0.12% 182

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

Concorde Asset Management's AMP Position: Q1 2026 in Review

Concorde Asset Management sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 446 shares — an estimated $219K sold.

Concorde Asset Management first reported a position in AMP in Q3 2021 and held it in 13 quarters. The position peaked at $295K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Concorde Asset Management reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 446 Ameriprise Financial shares in Q1 2026, an estimated $219K.
  • Concorde Asset Management first reported a position in Ameriprise Financial in Q3 2021 and held it in 13 quarters.
  • Concorde Asset Management's Ameriprise Financial position peaked at $295K in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.