IFO
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Independent Family Office’s Ameriprise Financial AMP Stock Holding History

Independent Family Office’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
Q1 		– Sell
-428
Closed -$210K – 92
2025
Q4 		$210K Hold
428
– – 0.09% 77
2025
Q3 		$210K Hold
428
– – 0.09% 75
2025
Q2 		$228K Hold
428
– – 0.11% 69
2025
Q1 		$207K Hold
428
– – 0.11% 69
2024
Q4 		$228K Hold
428
– – 0.12% 66
2024
Q3 		$201K Buy
+428
New +$186K 0.1% 71

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Family Office's AMP Position: Q1 2026 in Review

Independent Family Office sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 428 shares — an estimated $210K sold.

Independent Family Office first reported a position in AMP in Q3 2024 and held it in 6 quarters. The position peaked at $228K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Independent Family Office reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Independent Family Office sold 428 Ameriprise Financial shares in Q1 2026, an estimated $210K.
  • Independent Family Office first reported a position in Ameriprise Financial in Q3 2024 and held it in 6 quarters.
  • Independent Family Office's Ameriprise Financial position peaked at $228K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.