Empirical Asset Management’s Ameriprise Financial AMP Stock Holding History

Empirical Asset 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	$708K	Buy	+1,593	New	+$768K	0.19%	147
2025 Q3	–	Sell	-1,813	Closed	-$967K	–	370
2025 Q2	$967K	Buy	1,813 +263	+17%	+$130K	0.3%	89
2025 Q1	$750K	Sell	1,550 -6,721	-81%	-$3.52M	0.26%	110
2024 Q4	$1.12M	Sell	8,271 -439	-5%	-$234K	0.37%	74
2024 Q3	$1.2M	Buy	8,710 +1,870	+27%	+$811K	0.43%	64
2024 Q2	$290K	Buy	6,840 +6,264	+1,088%	+$2.68M	0.11%	257
2024 Q1	$252K	Buy	+576	New	+$231K	0.12%	225
2022 Q4	–	Sell	-1,675	Closed	-$422K	–	162
2022 Q3	$422K	Buy	1,675 +9	+0.5%	+$2.37K	0.46%	88
2022 Q2	$396K	Sell	1,666 -79	-5%	-$21.2K	0.42%	87
2022 Q1	$524K	Sell	1,745 -229	-12%	-$69.3K	0.5%	69
2021 Q4	$595K	Buy	+1,974	New	+$584K	0.57%	62

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

Empirical Asset Management's AMP Position: Q1 2026 in Review

Empirical Asset Management opened a new position in Ameriprise Financial (AMP) in Q1 2026: 1,593 shares worth $708K. The stake represents 0.19% of the portfolio and ranks #147 among its holdings. This is a return to the name: Empirical Asset Management previously reported a position in AMP as recently as Q2 2025.

Empirical Asset Management first reported a position in AMP in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Empirical Asset Management held 1,593 shares of Ameriprise Financial worth $708K as of Q1 2026.
Ameriprise Financial was a new Empirical Asset Management position in Q1 2026.
Ameriprise Financial made up 0.19% of Empirical Asset Management's portfolio in Q1 2026, its #147 holding.
Empirical Asset Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 11 quarters since.
Empirical Asset Management's Ameriprise Financial position peaked at $1.2M in Q3 2024.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.