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Great Valley Advisor Group’s Ameriprise Financial AMP Stock Holding History

Great Valley Advisor Group’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 		$426K Sell
928
-411
-31% -$188K 0.01% 764
2026
Q1 		$595K Sell
1,339
-25
-2% -$12K 0.01% 631
2025
Q4 		$669K Buy
1,364
+5
+0.4% +$2.37K 0.01% 560
2025
Q3 		$667K Buy
1,359
+443
+48% +$227K 0.01% 568
2025
Q2 		$489K Sell
916
-276
-23% -$136K 0.01% 612
2025
Q1 		$576K Buy
1,192
+108
+10% +$56.6K 0.01% 560
2024
Q4 		$578K Buy
1,084
+85
+9% +$45.4K 0.01% 549
2024
Q3 		$470K Buy
999
+24
+2% +$10.4K 0.01% 576
2024
Q2 		$416K Sell
975
-37
-4% -$15.8K 0.01% 570
2024
Q1 		$443K Buy
1,012
+21
+2% +$8.41K 0.01% 518
2023
Q4 		$376K Buy
991
+152
+18% +$52.1K 0.01% 526
2023
Q3 		$276K Buy
839
+26
+3% +$8.87K 0.01% 562
2023
Q2 		$271K Buy
813
+7
+0.9% +$2.15K 0.01% 583
2023
Q1 		$247K Buy
806
+2
+0.2% +$655 0.01% 599
2022
Q4 		$250K Buy
+804
New +$245K 0.01% 601

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Great Valley Advisor Group's AMP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Ameriprise Financial (AMP) stake by 31% in Q2 2026, selling an estimated $188K and leaving 928 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #764.

Great Valley Advisor Group first reported a position in AMP in Q4 2022 and has held it in 15 quarters since. The position peaked at $669K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Great Valley Advisor Group held 928 shares of Ameriprise Financial worth $426K as of Q2 2026.
  • Great Valley Advisor Group sold 411 Ameriprise Financial shares in Q2 2026, an estimated $188K.
  • Ameriprise Financial made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #764 holding.
  • Great Valley Advisor Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 15 quarters since.
  • Great Valley Advisor Group's Ameriprise Financial position peaked at $669K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.