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Independent Financial Group’s Ameriprise Financial AMP Stock Holding History

Independent Financial 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 		$221K Sell
482
-22
-4% -$10.1K ﹤0.01% 1427
2026
Q1 		$224K Sell
504
-44
-8% -$21.2K 0.01% 1329
2025
Q4 		$268K Sell
548
-194
-26% -$92.1K 0.01% 1204
2025
Q3 		$365K Buy
+742
New +$380K 0.01% 992

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

Independent Financial Group's AMP Position: Q2 2026 in Review

Independent Financial Group reduced its Ameriprise Financial (AMP) stake by 4.4% in Q2 2026, selling an estimated $10.1K and leaving 482 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Independent Financial Group first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q3 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Independent Financial Group held 482 shares of Ameriprise Financial worth $221K as of Q2 2026.
  • Independent Financial Group sold 22 Ameriprise Financial shares in Q2 2026, an estimated $10.1K.
  • Ameriprise Financial made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1427 holding.
  • Independent Financial Group first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Ameriprise Financial position peaked at $365K in Q3 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.