ERn Financial LLC’s Ameriprise Financial AMP Stock Holding History

ERn Financial LLC’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
2025 Q2	–	Sell	-948	Closed	-$459K	–	149
2025 Q1	$459K	Sell	948 -16	-2%	-$8.39K	0.07%	142
2024 Q4	$513K	Buy	964 +9	+0.9%	+$4.8K	0.08%	142
2024 Q3	$449K	Buy	955 +4	+0.4%	+$1.74K	0.07%	148
2024 Q2	$406K	Sell	951 -820	-46%	-$350K	0.07%	147
2024 Q1	$777K	Hold	1,771	–	–	0.13%	106
2023 Q4	$664K	Sell	1,771 -1	-0.1%	-$343	0.13%	106
2023 Q3	$584K	Hold	1,772	–	–	0.13%	111
2023 Q2	$589K	Hold	1,772	–	–	0.12%	113
2023 Q1	$543K	Hold	1,772	–	–	0.12%	113
2022 Q4	$552K	Sell	1,772 -16	-0.9%	-$4.88K	0.13%	112
2022 Q3	$450K	Buy	1,788 +12	+0.7%	+$3.16K	0.12%	113
2022 Q2	$422K	Buy	1,776 +18	+1%	+$4.82K	0.1%	118
2022 Q1	$528K	Buy	1,758 +8	+0.5%	+$2.42K	0.12%	104
2021 Q4	$528K	Hold	1,750	–	–	0.12%	98
2021 Q3	$462K	Buy	+1,750	New	+$458K	0.12%	91

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ERn Financial LLC's AMP Position: Q2 2025 in Review

ERn Financial LLC sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 948 shares — an estimated $459K sold.

ERn Financial LLC first reported a position in AMP in Q3 2021 and held it in 15 quarters. The position peaked at $777K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

ERn Financial LLC reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
ERn Financial LLC sold 948 Ameriprise Financial shares in Q2 2025, an estimated $459K.
ERn Financial LLC first reported a position in Ameriprise Financial in Q3 2021 and held it in 15 quarters.
ERn Financial LLC's Ameriprise Financial position peaked at $777K in Q1 2024.
1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.