Ellevest Inc
AMP icon

Ellevest Inc’s Ameriprise Financial AMP Stock Holding History

Ellevest Inc’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 		$388K Sell
792
-449
-36% -$241K 0.05% 293
2026
Q2 		$568K Buy
1,241
+108
+10% +$49.5K 0.07% 223
2026
Q1 		$504K Buy
1,133
+136
+14% +$65.5K 0.07% 225
2025
Q4 		$489K Buy
997
+98
+11% +$46.5K 0.07% 233
2025
Q3 		$442K Sell
899
-135
-13% -$69.2K 0.06% 247
2025
Q2 		$552K Buy
1,034
+127
+14% +$62.7K 0.09% 177
2025
Q1 		$439K Buy
907
+71
+8% +$37.2K 0.03% 216
2024
Q4 		$445K Sell
836
-37
-4% -$19.7K 0.03% 223
2024
Q3 		$410K Sell
873
-126
-13% -$54.7K 0.02% 263
2024
Q2 		$427K Buy
+999
New +$427K 0.03% 238
2023
Q2 		– Sell
-191
Closed -$58.5K – 420
2023
Q1 		$58.5K Sell
191
-51
-21% -$16.7K ﹤0.01% 560
2022
Q4 		$75.4K Sell
242
-36
-13% -$11K 0.01% 508
2022
Q3 		$70K Sell
278
-13
-4% -$3.42K 0.01% 494
2022
Q2 		$69K Sell
291
-297
-51% -$79.6K 0.01% 486
2022
Q1 		$177K Sell
588
-974
-62% -$295K 0.01% 329
2021
Q4 		$471K Buy
1,562
+200
+15% +$59.2K 0.04% 116
2021
Q3 		$360K Buy
1,362
+147
+12% +$38.5K 0.04% 154
2021
Q2 		$302K Sell
1,215
-39
-3% -$9.8K 0.03% 164
2021
Q1 		$291K Buy
1,254
+198
+19% +$42.8K 0.04% 137
2020
Q4 		$205K Buy
1,056
+230
+28% +$41.2K 0.03% 162
2020
Q3 		$127K Buy
826
+75
+10% +$11.6K 0.02% 193
2020
Q2 		$113K Buy
751
+316
+73% +$40.5K 0.02% 180
2020
Q1 		$45K Buy
435
+159
+58% +$23.6K 0.01% 249
2019
Q4 		$46K Buy
276
+239
+646% +$37K 0.01% 207
2019
Q3 		$5K Buy
37
+12
+48% +$1.68K ﹤0.01% 267
2019
Q2 		$4K Buy
+25
New +$3.61K ﹤0.01% 304

Other funds holding AMP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ellevest Inc's AMP Position: Q3 2026 in Review

Ellevest Inc reduced its Ameriprise Financial (AMP) stake by 36% in Q3 2026, selling an estimated $241K and leaving 792 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #293.

Ellevest Inc first reported a position in AMP in Q2 2019 and has held it in 26 quarters since. The position peaked at $568K in Q2 2026. 937 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Ellevest Inc held 792 shares of Ameriprise Financial worth $388K as of Q3 2026.
  • Ellevest Inc sold 449 Ameriprise Financial shares in Q3 2026, an estimated $241K.
  • Ameriprise Financial made up 0.05% of Ellevest Inc's portfolio in Q3 2026, its #293 holding.
  • Ellevest Inc first reported a position in Ameriprise Financial in Q2 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Ameriprise Financial position peaked at $568K in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.