Kelleher Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Kelleher Financial Advisors’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	$136K	Sell	306 -29	-9%	-$14K	0.03%	243
2025 Q4	$164K	Hold	335	–	–	0.04%	241
2025 Q3	$165K	Buy	+335	New	+$172K	0.04%	201
2017 Q1	–	Sell	-3,389	Closed	-$375K	–	88
2016 Q4	$375K	Sell	3,389 -150	-4%	-$15.8K	0.21%	93
2016 Q3	$353K	Hold	3,539	–	–	0.2%	91
2016 Q2	$317K	Hold	3,539	–	–	0.19%	95
2016 Q1	$332K	Hold	3,539	–	–	0.18%	106
2015 Q4	$376K	Hold	3,539	–	–	0.26%	78
2015 Q3	$386K	Hold	3,539	–	–	0.26%	77
2015 Q2	$442K	Hold	3,539	–	–	0.25%	74
2015 Q1	$463K	Hold	3,539	–	–	0.26%	71
2014 Q4	$468K	Hold	3,539	–	–	0.25%	70
2014 Q3	$447K	Hold	3,539	–	–	0.24%	73
2014 Q2	$425K	Hold	3,539	–	–	0.22%	72
2014 Q1	$389K	Hold	3,539	–	–	0.21%	73
2013 Q4	$407K	Buy	+3,539	New	+$366K	0.21%	71

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kelleher Financial Advisors's AMP Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Ameriprise Financial (AMP) stake by 8.7% in Q1 2026, selling an estimated $14K and leaving 306 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #243.

Kelleher Financial Advisors first reported a position in AMP in Q4 2013 and has held it in 16 quarters since. The position peaked at $468K in Q4 2014. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Kelleher Financial Advisors held 306 shares of Ameriprise Financial worth $136K as of Q1 2026.
Kelleher Financial Advisors sold 29 Ameriprise Financial shares in Q1 2026, an estimated $14K.
Ameriprise Financial made up 0.03% of Kelleher Financial Advisors's portfolio in Q1 2026, its #243 holding.
Kelleher Financial Advisors first reported a position in Ameriprise Financial in Q4 2013 and has held it in 16 quarters since.
Kelleher Financial Advisors's Ameriprise Financial position peaked at $468K in Q4 2014.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.