EWM
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EPG Wealth Management’s Ameriprise Financial AMP Stock Holding History

EPG Wealth 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 		$1.24M Buy
2,800
+86
+3% +$41.4K 0.34% 72
2025
Q4 		$1.33M Buy
2,714
+21
+0.8% +$9.96K 0.36% 76
2025
Q3 		$1.32M Buy
2,693
+187
+7% +$95.8K 0.36% 77
2025
Q2 		$1.34M Buy
2,506
+67
+3% +$33.1K 0.4% 74
2025
Q1 		$1.18M Buy
2,439
+40
+2% +$21K 0.33% 85
2024
Q4 		$1.28M Sell
2,399
-88
-4% -$47K 0.34% 80
2024
Q3 		$1.17M Buy
+2,487
New +$1.08M 0.29% 96
2024
Q2 		– Sell
-2,598
Closed -$1.11M – 102
2024
Q1 		$1.14M Buy
2,598
+314
+14% +$126K 0.28% 97
2023
Q4 		$891K Buy
2,284
+161
+8% +$55.2K 0.23% 113
2023
Q3 		$700K Buy
2,123
+217
+11% +$74.1K 0.21% 121
2023
Q2 		$633K Buy
1,906
+202
+12% +$62.1K 0.19% 128
2023
Q1 		$522K Buy
1,704
+343
+25% +$112K 0.16% 139
2022
Q4 		$424K Sell
1,361
-10
-0.7% -$3.05K 0.16% 117
2022
Q3 		$345K Buy
1,371
+332
+32% +$87.4K 0.14% 142
2022
Q2 		$247K Buy
1,039
+1
+0.1% +$268 0.11% 177
2022
Q1 		$312K Sell
1,038
-61
-6% -$18.5K 0.11% 167
2021
Q4 		$332K Buy
1,099
+42
+4% +$12.4K 0.12% 156
2021
Q3 		$279K Buy
1,057
+49
+5% +$12.8K 0.11% 164
2021
Q2 		$251K Buy
1,008
+2
+0.2% +$504 0.11% 171
2021
Q1 		$234K Buy
+1,006
New +$218K 0.11% 163
2020
Q2 		– Sell
-563
Closed -$58K – 166
2020
Q1 		$58K Buy
+563
New +$83.4K 0.04% 254

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

EPG Wealth Management's AMP Position: Q1 2026 in Review

EPG Wealth Management increased its Ameriprise Financial (AMP) stake by 3.2% in Q1 2026, buying an estimated $41.4K and bringing the position to 2,800 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #72.

EPG Wealth Management first reported a position in AMP in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.34M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • EPG Wealth Management held 2,800 shares of Ameriprise Financial worth $1.24M as of Q1 2026.
  • EPG Wealth Management bought 86 Ameriprise Financial shares in Q1 2026, an estimated $41.4K.
  • Ameriprise Financial made up 0.34% of EPG Wealth Management's portfolio in Q1 2026, its #72 holding.
  • EPG Wealth Management first reported a position in Ameriprise Financial in Q1 2020 and has held it in 21 quarters since.
  • EPG Wealth Management's Ameriprise Financial position peaked at $1.34M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.