DAS
AMP icon

Diversify Advisory Services’s Ameriprise Financial AMP Stock Holding History

Diversify Advisory Services’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
-1,640
Closed -$835K – 234
2025
Q4 		$835K Buy
1,640
+222
+16% +$105K 0.03% 442
2025
Q3 		$641K Buy
1,418
+606
+75% +$311K 0.02% 485
2025
Q2 		$420K Buy
+812
New +$401K 0.02% 588
2024
Q4 		– Sell
-506
Closed -$263K – 617
2024
Q3 		$263K Hold
506
– – 0.01% 533
2024
Q2 		$219K Sell
506
-30
-6% -$12.8K 0.01% 584
2024
Q1 		$233K Buy
+536
New +$215K 0.01% 582

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

Diversify Advisory Services's AMP Position: Q1 2026 in Review

Diversify Advisory Services sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 1,640 shares — an estimated $835K sold.

Diversify Advisory Services first reported a position in AMP in Q1 2024 and held it in 6 quarters. The position peaked at $835K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Diversify Advisory Services reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,640 Ameriprise Financial shares in Q1 2026, an estimated $835K.
  • Diversify Advisory Services first reported a position in Ameriprise Financial in Q1 2024 and held it in 6 quarters.
  • Diversify Advisory Services's Ameriprise Financial position peaked at $835K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.