KAS
AMP icon

Kestra Advisory Services’s Ameriprise Financial AMP Stock Holding History

Kestra Advisory 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 		$2.83M Sell
6,361
-3,322
-34% -$1.6M 0.01% 1100
2025
Q4 		$4.75M Buy
9,683
+491
+5% +$233K 0.02% 764
2025
Q3 		$4.52M Sell
9,192
-745
-7% -$382K 0.02% 734
2025
Q2 		$5.3M Buy
9,937
+673
+7% +$333K 0.03% 610
2025
Q1 		$4.48M Sell
9,264
-495
-5% -$260K 0.02% 620
2024
Q4 		$5.2M Sell
9,759
-364
-4% -$194K 0.03% 563
2024
Q3 		$4.76M Sell
10,123
-1,385
-12% -$601K 0.03% 606
2024
Q2 		$4.92M Buy
11,508
+240
+2% +$103K 0.03% 599
2024
Q1 		$4.94M Buy
11,268
+1,036
+10% +$415K 0.03% 527
2023
Q4 		$3.89M Buy
10,232
+1,253
+14% +$430K 0.03% 537
2023
Q3 		$2.96M Buy
8,979
+169
+2% +$57.7K 0.03% 554
2023
Q2 		$2.93M Buy
8,810
+181
+2% +$55.6K 0.03% 551
2023
Q1 		$2.64M Sell
8,629
-5,915
-41% -$1.94M 0.03% 547
2022
Q4 		$4.53M Buy
14,544
+4,616
+46% +$1.41M 0.04% 475
2022
Q3 		$2.5M Sell
9,928
-290
-3% -$76.3K 0.03% 589
2022
Q2 		$2.43M Buy
10,218
+888
+10% +$238K 0.03% 601
2022
Q1 		$2.8M Sell
9,330
-229
-2% -$69.3K 0.03% 558
2021
Q4 		$2.88M Sell
9,559
-43
-0.4% -$12.7K 0.03% 562
2021
Q3 		$2.54M Buy
9,602
+34
+0.4% +$8.89K 0.03% 614
2021
Q2 		$2.38M Sell
9,568
-11
-0.1% -$2.77K 0.03% 583
2021
Q1 		$2.23M Buy
9,579
+5,602
+141% +$1.21M 0.03% 559
2020
Q4 		$761K Buy
3,977
+3,928
+8,016% +$703K 0.01% 997
2020
Q3 		$458K Buy
+49
New +$7.55K 0.01% 927

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

Kestra Advisory Services's AMP Position: Q1 2026 in Review

Kestra Advisory Services reduced its Ameriprise Financial (AMP) stake by 34% in Q1 2026, selling an estimated $1.6M and leaving 6,361 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #1100.

Kestra Advisory Services first reported a position in AMP in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.3M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Kestra Advisory Services held 6,361 shares of Ameriprise Financial worth $2.83M as of Q1 2026.
  • Kestra Advisory Services sold 3,322 Ameriprise Financial shares in Q1 2026, an estimated $1.6M.
  • Ameriprise Financial made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1100 holding.
  • Kestra Advisory Services first reported a position in Ameriprise Financial in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Ameriprise Financial position peaked at $5.3M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.