KFS
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Kelly Financial Services’s Ameriprise Financial AMP Stock Holding History

Kelly Financial Services’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 		– Sell
-529
Closed -$260K – 130
2025
Q4 		$260K Sell
529
-49
-8% -$23.3K 0.07% 100
2025
Q3 		$284K Sell
578
-174
-23% -$89.2K 0.07% 91
2025
Q2 		$402K Buy
752
+58
+8% +$28.7K 0.12% 70
2025
Q1 		$336K Buy
694
+80
+13% +$42K 0.12% 77
2024
Q4 		$327K Buy
614
+40
+7% +$21.3K 0.12% 78
2024
Q3 		$270K Buy
574
+117
+26% +$50.8K 0.1% 94
2024
Q2 		$195K Buy
457
+75
+20% +$32K 0.07% 111
2024
Q1 		$168K Buy
382
+32
+9% +$12.8K 0.06% 119
2023
Q4 		$133K Buy
350
+60
+21% +$20.6K 0.05% 120
2023
Q3 		$95.6K Sell
290
-17
-6% -$5.8K 0.04% 128
2023
Q2 		$102K Buy
307
+92
+43% +$28.3K 0.05% 119
2023
Q1 		$65.8K Buy
215
+42
+24% +$13.8K 0.03% 153
2022
Q4 		$54K Sell
173
-16
-8% -$4.88K 0.03% 163
2022
Q3 		$47.7K Hold
189
– – 0.03% 156
2022
Q2 		$45K Hold
189
– – 0.02% 174
2022
Q1 		$56.8K Hold
189
– – 0.03% 165
2021
Q4 		$57K Hold
189
– – 0.03% 156
2021
Q3 		$49.9K Sell
189
-46,798
-100% -$12.2M 0.03% 163
2021
Q2 		$189K Buy
46,987
+46,798
+24,761% +$11.8M 0.01% 307
2021
Q1 		$43.9K Hold
189
– – 0.03% 139
2020
Q4 		$36.6K Buy
189
+1
+0.5% +$179 0.03% 141
2020
Q3 		$29K Hold
188
– – 0.02% 140
2020
Q2 		$28.2K Hold
188
– – 0.02% 128
2020
Q1 		$19.3K Hold
188
– – 0.02% 137
2019
Q4 		$31.3K Hold
188
– – 0.02% 119
2019
Q3 		$27.6K Hold
188
– – 0.03% 125
2019
Q2 		$27.2K Buy
188
+1
+0.5% +$145 0.02% 126
2019
Q1 		$24K Buy
+187
New +$23.2K 0.03% 134

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

Kelly Financial Services's AMP Position: Q1 2026 in Review

Kelly Financial Services sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 529 shares — an estimated $260K sold.

Kelly Financial Services first reported a position in AMP in Q1 2019 and held it in 28 quarters. The position peaked at $402K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Kelly Financial Services reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 529 Ameriprise Financial shares in Q1 2026, an estimated $260K.
  • Kelly Financial Services first reported a position in Ameriprise Financial in Q1 2019 and held it in 28 quarters.
  • Kelly Financial Services's Ameriprise Financial position peaked at $402K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.