JSW
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Journey Strategic Wealth’s Ameriprise Financial AMP Stock Holding History

Journey Strategic Wealth’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 		$612K Buy
1,377
+141
+11% +$67.9K 0.02% 289
2025
Q4 		$606K Buy
1,236
+282
+30% +$134K 0.02% 262
2025
Q3 		$469K Sell
954
-25
-3% -$12.8K 0.01% 315
2025
Q2 		$523K Buy
979
+41
+4% +$20.3K 0.02% 287
2025
Q1 		$454K Buy
938
+27
+3% +$14.2K 0.02% 242
2024
Q4 		$485K Buy
911
+5
+0.6% +$2.67K 0.02% 223
2024
Q3 		$426K Buy
906
+52
+6% +$22.6K 0.02% 251
2024
Q2 		$365K Buy
+854
New +$365K 0.02% 212

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

Journey Strategic Wealth's AMP Position: Q1 2026 in Review

Journey Strategic Wealth increased its Ameriprise Financial (AMP) stake by 11% in Q1 2026, buying an estimated $67.9K and bringing the position to 1,377 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #289.

Journey Strategic Wealth first reported a position in AMP in Q2 2024 and has held it in 8 quarters since. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Journey Strategic Wealth held 1,377 shares of Ameriprise Financial worth $612K as of Q1 2026.
  • Journey Strategic Wealth bought 141 Ameriprise Financial shares in Q1 2026, an estimated $67.9K.
  • Ameriprise Financial made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #289 holding.
  • Journey Strategic Wealth first reported a position in Ameriprise Financial in Q2 2024 and has held it in 8 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.