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Howard Financial Services’s Ameriprise Financial AMP Stock Holding History

Howard Financial Services’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
2025
Q2 		– Sell
-504
Closed -$244K – 185
2025
Q1 		$244K Buy
504
+11
+2% +$5.77K 0.03% 157
2024
Q4 		$263K Buy
+493
New +$263K 0.04% 161

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howard Financial Services's AMP Position: Q2 2025 in Review

Howard Financial Services sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 504 shares — an estimated $244K sold.

Howard Financial Services first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $263K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Howard Financial Services reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Howard Financial Services sold 504 Ameriprise Financial shares in Q2 2025, an estimated $244K.
  • Howard Financial Services first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
  • Howard Financial Services's Ameriprise Financial position peaked at $263K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Howard Financial Services's 13F filing for Q2 2025, filed 2 Jul 2025.