EFS
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Essex Financial Services’s Ameriprise Financial AMP Stock Holding History

Essex Financial Services’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 		$399K Sell
898
-6
-0.7% -$2.89K 0.02% 525
2025
Q4 		$443K Buy
904
+21
+2% +$9.96K 0.03% 476
2025
Q3 		$434K Buy
883
+170
+24% +$87.1K 0.03% 466
2025
Q2 		$381K Sell
713
-6
-0.8% -$2.96K 0.03% 479
2025
Q1 		$348K Sell
719
-29
-4% -$15.2K 0.03% 463
2024
Q4 		$398K Buy
748
+31
+4% +$16.5K 0.03% 426
2024
Q3 		$373K Buy
717
+3
+0.4% +$1.3K 0.03% 438
2024
Q2 		$286K Buy
714
+60
+9% +$25.6K 0.02% 496
2024
Q1 		$287K Buy
654
+62
+10% +$24.8K 0.03% 431
2023
Q4 		$225K Buy
+592
New +$203K 0.02% 458
2023
Q2 		– Sell
-2,080
Closed -$638K – 475
2023
Q1 		$638K Buy
2,080
+233
+13% +$76.3K 0.07% 251
2022
Q4 		$575K Buy
1,847
+4
+0.2% +$1.22K 0.06% 254
2022
Q3 		$464K Sell
1,843
-2
-0.1% -$526 0.06% 266
2022
Q2 		$439K Buy
1,845
+2
+0.1% +$536 0.05% 288
2022
Q1 		$554K Hold
1,843
– – 0.05% 273
2021
Q4 		$556K Hold
1,843
– – 0.06% 266
2021
Q3 		$487K Hold
1,843
– – 0.06% 271
2021
Q2 		$459K Buy
+1,843
New +$465K 0.07% 248

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

Essex Financial Services's AMP Position: Q1 2026 in Review

Essex Financial Services reduced its Ameriprise Financial (AMP) stake by 0.66% in Q1 2026, selling an estimated $2.89K and leaving 898 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #525.

Essex Financial Services first reported a position in AMP in Q2 2021 and has held it in 18 quarters since. The position peaked at $638K in Q1 2023. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Essex Financial Services held 898 shares of Ameriprise Financial worth $399K as of Q1 2026.
  • Essex Financial Services sold 6 Ameriprise Financial shares in Q1 2026, an estimated $2.89K.
  • Ameriprise Financial made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #525 holding.
  • Essex Financial Services first reported a position in Ameriprise Financial in Q2 2021 and has held it in 18 quarters since.
  • Essex Financial Services's Ameriprise Financial position peaked at $638K in Q1 2023.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.