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Financial Advocates Investment Management’s Ameriprise Financial AMP Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,646
Closed -$878K – 122
2025
Q2 		$878K Sell
1,646
-1,452
-47% -$717K 0.07% 257
2025
Q1 		$1.5M Buy
3,098
+35
+1% +$18.4K 0.11% 209
2024
Q4 		$1.63M Sell
3,063
-184
-6% -$98.2K 0.09% 207
2024
Q3 		$1.53M Buy
3,247
+9
+0.3% +$3.9K 0.09% 220
2024
Q2 		$1.38M Sell
3,238
-236
-7% -$101K 0.09% 220
2024
Q1 		$1.52M Buy
3,474
+160
+5% +$64.1K 0.09% 223
2023
Q4 		$1.26M Sell
3,314
-48
-1% -$16.5K 0.08% 242
2023
Q3 		$1.11M Buy
3,362
+47
+1% +$16K 0.08% 254
2023
Q2 		$1.1M Buy
3,315
+54
+2% +$16.6K 0.08% 255
2023
Q1 		$999K Sell
3,261
-34
-1% -$11.1K 0.07% 291
2022
Q4 		$1.03M Buy
+3,295
New +$1.01M 0.08% 283
2022
Q3 		– Sell
-2,902
Closed -$690K – 751
2022
Q2 		$690K Buy
2,902
+1,970
+211% +$528K 0.06% 330
2022
Q1 		$280K Buy
932
+52
+6% +$15.7K 0.02% 595
2021
Q4 		$265K Buy
880
+1
+0.1% +$296 0.02% 660
2021
Q3 		$232K Buy
+879
New +$230K 0.02% 667
2021
Q2 		– Sell
-1,836
Closed -$427K – 737
2021
Q1 		$427K Sell
1,836
-8
-0.4% -$1.73K 0.03% 517
2020
Q4 		$358K Buy
1,844
+252
+16% +$45.1K 0.02% 519
2020
Q3 		$245K Buy
1,592
+2
+0.1% +$308 0.02% 524
2020
Q2 		$239K Buy
+1,590
New +$204K 0.02% 514
2020
Q1 		– Sell
-1,421
Closed -$237K – 480
2019
Q4 		$237K Buy
+1,421
New +$220K 0.03% 453

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's AMP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 1,646 shares — an estimated $878K sold.

Financial Advocates Investment Management first reported a position in AMP in Q4 2019 and held it in 20 quarters. The position peaked at $1.63M in Q4 2024. 1,362 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,646 Ameriprise Financial shares in Q3 2025, an estimated $878K.
  • Financial Advocates Investment Management first reported a position in Ameriprise Financial in Q4 2019 and held it in 20 quarters.
  • Financial Advocates Investment Management's Ameriprise Financial position peaked at $1.63M in Q4 2024.
  • 1,362 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.