J. Safra Asset Management’s Ameriprise Financial AMP Stock Holding History

J. Safra Asset Management’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	$2.29K	Sell	5 -3	-38%	-$1.38K	﹤0.01%	610
2026 Q1	$3.56K	Sell	8 -1	-11%	-$482	﹤0.01%	530
2025 Q4	$4.41K	Sell	9 -1	-10%	-$475	﹤0.01%	446
2025 Q3	$4.91K	Buy	+10	New	+$5.13K	﹤0.01%	310
2016 Q4	–	Sell	-279	Closed	-$28K	–	32
2016 Q3	$28K	Hold	279	–	–	0.05%	111
2016 Q2	$25K	Buy	+279	New	+$27K	0.04%	178

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

J. Safra Asset Management's AMP Position: Q2 2026 in Review

J. Safra Asset Management reduced its Ameriprise Financial (AMP) stake by 38% in Q2 2026, selling an estimated $1.38K and leaving 5 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

J. Safra Asset Management first reported a position in AMP in Q2 2016 and has held it in 6 quarters since. The position peaked at $28K in Q3 2016. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

J. Safra Asset Management held 5 shares of Ameriprise Financial worth $2.29K as of Q2 2026.
J. Safra Asset Management sold 3 Ameriprise Financial shares in Q2 2026, an estimated $1.38K.
Ameriprise Financial made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #610 holding.
J. Safra Asset Management first reported a position in Ameriprise Financial in Q2 2016 and has held it in 6 quarters since.
J. Safra Asset Management's Ameriprise Financial position peaked at $28K in Q3 2016.
1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.