JAG
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Journey Advisory Group’s Ameriprise Financial AMP Stock Holding History

Journey Advisory 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 		$5.51M Sell
12,021
-153
-1% -$70.1K 0.42% 70
2026
Q1 		$5.41M Sell
12,174
-34
-0.3% -$16.4K 0.46% 61
2025
Q4 		$5.99M Sell
12,208
-987
-7% -$468K 0.5% 56
2025
Q3 		$6.48M Buy
13,195
+254
+2% +$130K 0.48% 54
2025
Q2 		$6.91M Buy
12,941
+210
+2% +$104K 0.54% 47
2025
Q1 		$6.16M Buy
12,731
+1,546
+14% +$811K 0.5% 53
2024
Q4 		$4.78M Hold
11,185
– – 0.57% 51
2024
Q3 		$4.78M Hold
11,185
– – 0.57% 51
2024
Q2 		$4.78M Buy
11,185
+976
+10% +$417K 0.57% 50
2024
Q1 		$4.48M Buy
10,209
+815
+9% +$326K 0.55% 52
2023
Q4 		$3.57M Buy
9,394
+323
+4% +$111K 0.49% 61
2023
Q3 		$2.99M Buy
9,071
+826
+10% +$282K 0.45% 67
2023
Q2 		$2.74M Buy
8,245
+1,504
+22% +$462K 0.41% 71
2023
Q1 		$2.07M Buy
6,741
+2,344
+53% +$768K 0.32% 85
2022
Q4 		$1.37M Buy
4,397
+335
+8% +$102K 0.34% 77
2022
Q3 		$1.02M Buy
4,062
+272
+7% +$71.6K 0.26% 83
2022
Q2 		$1.01M Buy
3,790
+1,007
+36% +$270K 0.23% 91
2022
Q1 		$836K Buy
2,783
+823
+42% +$249K 0.21% 102
2021
Q4 		$591K Buy
1,960
+246
+14% +$72.8K 0.16% 116
2021
Q3 		$453K Buy
1,714
+703
+70% +$184K 0.15% 123
2021
Q2 		$252K Buy
+1,011
New +$255K 0.08% 181

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Journey Advisory Group's AMP Position: Q2 2026 in Review

Journey Advisory Group reduced its Ameriprise Financial (AMP) stake by 1.3% in Q2 2026, selling an estimated $70.1K and leaving 12,021 shares worth $5.51M. The position accounts for 0.42% of the portfolio, ranked #70.

Journey Advisory Group first reported a position in AMP in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.91M in Q2 2025. 950 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Journey Advisory Group held 12,021 shares of Ameriprise Financial worth $5.51M as of Q2 2026.
  • Journey Advisory Group sold 153 Ameriprise Financial shares in Q2 2026, an estimated $70.1K.
  • Ameriprise Financial made up 0.42% of Journey Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Journey Advisory Group first reported a position in Ameriprise Financial in Q2 2021 and has held it in 21 quarters since.
  • Journey Advisory Group's Ameriprise Financial position peaked at $6.91M in Q2 2025.
  • 950 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.