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Deseret Mutual Benefit Administrators’s Ameriprise Financial AMP Stock Holding History

Deseret Mutual Benefit Administrators’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 		$622K Buy
1,400
+784
+127% +$378K 0.21% 88
2025
Q4 		$302K Buy
616
+31
+5% +$14.7K 0.13% 107
2025
Q3 		$287K Sell
585
-47
-7% -$24.1K 0.12% 106
2025
Q2 		$337K Hold
632
– – 0.16% 89
2025
Q1 		$306K Sell
632
-36
-5% -$18.9K 0.15% 91
2024
Q4 		$356K Buy
668
+119
+22% +$63.5K 0.18% 78
2024
Q3 		$258K Buy
549
+110
+25% +$47.7K 0.13% 104
2024
Q2 		$188K Buy
439
+133
+43% +$56.8K 0.09% 135
2024
Q1 		$134K Buy
306
+154
+101% +$61.7K 0.07% 175
2023
Q4 		$57.7K Sell
152
-47
-24% -$16.1K 0.03% 249
2023
Q3 		$65.6K Sell
199
-36
-15% -$12.3K 0.03% 254
2023
Q2 		$78.1K Sell
235
-26
-10% -$7.99K 0.03% 248
2023
Q1 		$80K Sell
261
-6
-2% -$1.97K 0.03% 247
2022
Q4 		$83.1K Sell
267
-222
-45% -$67.7K 0.03% 242
2022
Q3 		$123K Sell
489
-128
-21% -$33.7K 0.03% 256
2022
Q2 		$147K Hold
617
– – 0.03% 269
2022
Q1 		$185K Sell
617
-131
-18% -$39.6K 0.04% 259
2021
Q4 		$226K Sell
748
-56
-7% -$16.6K 0.04% 251
2021
Q3 		$212K Sell
804
-333
-29% -$87.1K 0.04% 250
2021
Q2 		$283K Buy
+1,137
New +$287K 0.07% 147

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

Deseret Mutual Benefit Administrators's AMP Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Ameriprise Financial (AMP) stake by 127% in Q1 2026, buying an estimated $378K and bringing the position to 1,400 shares worth $622K. The position accounts for 0.21% of the portfolio, ranked #88.

Deseret Mutual Benefit Administrators first reported a position in AMP in Q2 2021 and has held it in 20 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Deseret Mutual Benefit Administrators held 1,400 shares of Ameriprise Financial worth $622K as of Q1 2026.
  • Deseret Mutual Benefit Administrators bought 784 Ameriprise Financial shares in Q1 2026, an estimated $378K.
  • Ameriprise Financial made up 0.21% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #88 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Ameriprise Financial in Q2 2021 and has held it in 20 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.