E&G Advisors’s Ameriprise Financial AMP Stock Holding History

E&G Advisors’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
2025 Q3	–	Sell	-400	Closed	-$213K	–	228
2025 Q2	$213K	Buy	+400	New	+$198K	0.06%	195
2025 Q1	–	Sell	-400	Closed	-$213K	–	209
2024 Q4	$213K	Buy	+400	New	+$213K	0.06%	197
2018 Q1	–	Sell	-1,300	Closed	-$220K	–	191
2017 Q4	$220K	Sell	1,300 -1,300	-50%	-$208K	0.09%	189
2017 Q3	$386K	Buy	2,600 +600	+30%	+$83.8K	0.17%	116
2017 Q2	$255K	Buy	+2,000	New	+$254K	0.12%	142

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

E&G Advisors's AMP Position: Q3 2025 in Review

E&G Advisors sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 400 shares — an estimated $213K sold.

E&G Advisors first reported a position in AMP in Q2 2017 and held it in 5 quarters. The position peaked at $386K in Q3 2017. 1,362 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

E&G Advisors reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
E&G Advisors sold 400 Ameriprise Financial shares in Q3 2025, an estimated $213K.
E&G Advisors first reported a position in Ameriprise Financial in Q2 2017 and held it in 5 quarters.
E&G Advisors's Ameriprise Financial position peaked at $386K in Q3 2017.
1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on E&G Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.