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Golden State Equity Partners’s Ameriprise Financial AMP Stock Holding History

Golden State Equity 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
-9
Closed -$4K – 408
2026
Q1 		$4K Buy
+9
New +$4.34K ﹤0.01% 1531
2024
Q4 		– Sell
-75
Closed -$35.2K – 458
2024
Q3 		$35.2K Buy
+75
New +$32.5K 0.02% 436

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Vanguard Portfolio Management
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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

Golden State Equity Partners's AMP Position: Q2 2026 in Review

Golden State Equity Partners sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 9 shares — an estimated $4K sold.

Golden State Equity Partners first reported a position in AMP in Q3 2024 and held it in 2 quarters. The position peaked at $35.2K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Golden State Equity Partners reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 9 Ameriprise Financial shares in Q2 2026, an estimated $4K.
  • Golden State Equity Partners first reported a position in Ameriprise Financial in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's Ameriprise Financial position peaked at $35.2K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.