EWA
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Exencial Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Exencial Wealth Advisors’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 		$207K Sell
466
-23
-5% -$11.1K 0.01% 551
2025
Q4 		$240K Buy
+489
New +$232K 0.01% 507

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Exencial Wealth Advisors's AMP Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 4.7% in Q1 2026, selling an estimated $11.1K and leaving 466 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #551.

Exencial Wealth Advisors first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $240K in Q4 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Exencial Wealth Advisors held 466 shares of Ameriprise Financial worth $207K as of Q1 2026.
  • Exencial Wealth Advisors sold 23 Ameriprise Financial shares in Q1 2026, an estimated $11.1K.
  • Ameriprise Financial made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #551 holding.
  • Exencial Wealth Advisors first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • Exencial Wealth Advisors's Ameriprise Financial position peaked at $240K in Q4 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.