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Flagship Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Flagship 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 		$42.7K Sell
80
-105
-57% -$50.6K 0.02% 203
2025
Q4 		$90.7K Buy
185
+105
+131% +$49.8K 0.03% 173
2025
Q3 		$39.3K Sell
80
-105
-57% -$53.8K 0.01% 242
2025
Q2 		$98.7K Hold
185
– – 0.04% 157
2025
Q1 		$89.6K Hold
185
– – 0.04% 160
2024
Q4 		$98.5K Buy
+185
New +$98.7K 0.06% 138

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

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

Flagship Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 57% in Q1 2026, selling an estimated $50.6K and leaving 80 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #203.

Flagship Wealth Advisors first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.7K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Flagship Wealth Advisors held 80 shares of Ameriprise Financial worth $42.7K as of Q1 2026.
  • Flagship Wealth Advisors sold 105 Ameriprise Financial shares in Q1 2026, an estimated $50.6K.
  • Ameriprise Financial made up 0.02% of Flagship Wealth Advisors's portfolio in Q1 2026, its #203 holding.
  • Flagship Wealth Advisors first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Ameriprise Financial position peaked at $98.7K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.