Donoghue Forlines’s Ameriprise Financial AMP Stock Holding History

Donoghue Forlines’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 Q3	$3.16M	Buy	+6,416	New	+$3.45M	0.8%	54
2024 Q4	–	Sell	-6,099	Closed	-$2.87M	–	111
2024 Q3	$2.87M	Buy	6,099 +2,634	+76%	+$1.14M	0.82%	19
2024 Q2	$1.48M	Buy	+3,465	New	+$1.48M	0.42%	61
2023 Q4	–	Sell	-3,932	Closed	-$1.3M	–	219
2023 Q3	$1.3M	Sell	3,932 -1,398	-26%	-$477K	0.46%	52
2023 Q2	$1.77M	Buy	5,330 +296	+6%	+$91K	0.55%	30
2023 Q1	$1.54M	Sell	5,034 -1,982	-28%	-$649K	0.56%	33
2022 Q4	$2.18M	Buy	7,016 +2,713	+63%	+$827K	0.77%	21
2022 Q3	$1.08M	Sell	4,303 -149	-3%	-$39.2K	0.39%	28
2022 Q2	$1.06M	Sell	4,452 -1,685	-27%	-$451K	0.28%	81
2022 Q1	$1.84M	Sell	6,137 -48	-0.8%	-$14.5K	0.4%	52
2021 Q4	$1.87M	Buy	+6,185	New	+$1.83M	0.32%	64
2021 Q2	–	Sell	-13,078	Closed	-$3.04M	–	201
2021 Q1	$3.04M	Buy	+13,078	New	+$2.83M	0.59%	34

Other funds holding AMP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Donoghue Forlines's AMP Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Ameriprise Financial (AMP) in Q3 2026: 6,416 shares worth $3.16M. The stake represents 0.8% of the portfolio and ranks #54 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in AMP as recently as Q3 2024.

Donoghue Forlines first reported a position in AMP in Q1 2021 and has held it in 12 quarters since. 780 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

Donoghue Forlines held 6,416 shares of Ameriprise Financial worth $3.16M as of Q3 2026.
Ameriprise Financial was a new Donoghue Forlines position in Q3 2026.
Ameriprise Financial made up 0.8% of Donoghue Forlines's portfolio in Q3 2026, its #54 holding.
Donoghue Forlines first reported a position in Ameriprise Financial in Q1 2021 and has held it in 12 quarters since.
780 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.