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Entruity Wealth’s Ameriprise Financial AMP Stock Holding History

Entruity Wealth’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 		$427K Hold
960
– – 0.29% 38
2025
Q4 		$471K Hold
960
– – 0.34% 35
2025
Q3 		$472K Hold
960
– – 0.37% 33
2025
Q2 		$512K Hold
960
– – 0.44% 32
2025
Q1 		$465K Hold
960
– – 0.44% 33
2024
Q4 		$511K Buy
+960
New +$512K 0.51% 33

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Entruity Wealth's AMP Position: Q1 2026 in Review

Entruity Wealth held its Ameriprise Financial (AMP) position steady in Q1 2026 at 960 shares worth $427K. The position accounts for 0.29% of the portfolio, ranked #38.

Entruity Wealth first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $512K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Entruity Wealth held 960 shares of Ameriprise Financial worth $427K as of Q1 2026.
  • Entruity Wealth left its Ameriprise Financial share count unchanged in Q1 2026.
  • Ameriprise Financial made up 0.29% of Entruity Wealth's portfolio in Q1 2026, its #38 holding.
  • Entruity Wealth first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Entruity Wealth's Ameriprise Financial position peaked at $512K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.