Eley Financial Management’s Ameriprise Financial AMP Stock Holding History

Eley Financial 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	$1.92M	Buy	4,325 +33	+0.8%	+$15.9K	0.69%	38
2025 Q4	$2.1M	Buy	4,292 +24	+0.6%	+$11.4K	0.76%	38
2025 Q3	$2.1M	Sell	4,268 -10	-0.2%	-$5.13K	0.76%	38
2025 Q2	$2.28M	Sell	4,278 -10	-0.2%	-$4.94K	0.88%	37
2025 Q1	$2.1M	Sell	4,288 -35	-0.8%	-$18.4K	0.84%	37
2024 Q4	$2.3M	Sell	4,323 -205	-5%	-$109K	0.9%	36
2024 Q3	$2.13M	Sell	4,528 -114	-2%	-$49.5K	0.86%	36
2024 Q2	$1.98M	Sell	4,642 -205	-4%	-$87.6K	0.84%	35
2024 Q1	$2.13M	Sell	4,847 -80	-2%	-$32K	0.92%	35
2023 Q4	$1.87M	Sell	4,927 -198	-4%	-$67.9K	0.88%	36
2023 Q3	$1.69M	Sell	5,125 -96	-2%	-$32.8K	0.86%	36
2023 Q2	$1.73M	Sell	5,221 -31	-0.6%	-$9.53K	0.84%	37
2023 Q1	$1.61M	Sell	5,252 -233	-4%	-$76.3K	0.83%	39
2022 Q4	$1.71M	Buy	+5,485	New	+$1.67M	0.92%	36

Other funds holding AMP

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 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Eley Financial Management's AMP Position: Q1 2026 in Review

Eley Financial Management increased its Ameriprise Financial (AMP) stake by 0.77% in Q1 2026, buying an estimated $15.9K and bringing the position to 4,325 shares worth $1.92M. The position accounts for 0.69% of the portfolio, ranked #38.

Eley Financial Management first reported a position in AMP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2024. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Eley Financial Management held 4,325 shares of Ameriprise Financial worth $1.92M as of Q1 2026.
Eley Financial Management bought 33 Ameriprise Financial shares in Q1 2026, an estimated $15.9K.
Ameriprise Financial made up 0.69% of Eley Financial Management's portfolio in Q1 2026, its #38 holding.
Eley Financial Management first reported a position in Ameriprise Financial in Q4 2022 and has held it in 14 quarters since.
Eley Financial Management's Ameriprise Financial position peaked at $2.3M in Q4 2024.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.