Foundations Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$420K Buy
946
+509
+116% +$245K 0.01% 769
2025
Q4
$214K Buy
+437
New +$207K ﹤0.01% 1033
2025
Q3
Sell
-394
Closed -$210K 1041
2025
Q2
$210K Buy
+394
New +$195K ﹤0.01% 870
2024
Q4
Sell
-439
Closed -$206K 841
2024
Q3
$206K Buy
+439
New +$190K ﹤0.01% 772

Other funds holding AMP

Foundations Investment Advisors's AMP Position: Q1 2026 in Review

Foundations Investment Advisors increased its Ameriprise Financial (AMP) stake by 116% in Q1 2026, buying an estimated $245K and bringing the position to 946 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #769.

Foundations Investment Advisors first reported a position in AMP in Q3 2024 and has held it in 4 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Foundations Investment Advisors held 946 shares of Ameriprise Financial worth $420K as of Q1 2026.
  • Foundations Investment Advisors bought 509 Ameriprise Financial shares in Q1 2026, an estimated $245K.
  • Ameriprise Financial made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #769 holding.
  • Foundations Investment Advisors first reported a position in Ameriprise Financial in Q3 2024 and has held it in 4 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.