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Flatrock Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Flatrock Wealth Partners’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
Q2 		– Sell
-515
Closed -$229K – 175
2026
Q1 		$229K Buy
515
+41
+9% +$19.8K 0.1% 140
2025
Q4 		$233K Buy
+474
New +$225K 0.11% 142

Other funds holding AMP

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Vanguard Capital Management
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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Flatrock Wealth Partners's AMP Position: Q2 2026 in Review

Flatrock Wealth Partners sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 515 shares — an estimated $229K sold.

Flatrock Wealth Partners first reported a position in AMP in Q4 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Flatrock Wealth Partners reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Flatrock Wealth Partners sold 515 Ameriprise Financial shares in Q2 2026, an estimated $229K.
  • Flatrock Wealth Partners first reported a position in Ameriprise Financial in Q4 2025 and held it in 2 quarters.
  • Flatrock Wealth Partners's Ameriprise Financial position peaked at $233K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.