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Kestra Private Wealth Services’s Ameriprise Financial AMP Stock Holding History

Kestra Private Wealth 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
Q2 		$1.78M Sell
3,884
-90
-2% -$41.3K 0.02% 642
2026
Q1 		$1.77M Sell
3,974
-789
-17% -$380K 0.02% 596
2025
Q4 		$2.34M Buy
4,763
+1,513
+47% +$718K 0.03% 498
2025
Q3 		$1.6M Sell
3,250
-485
-13% -$249K 0.02% 606
2025
Q2 		$1.99M Sell
3,735
-534
-13% -$264K 0.03% 499
2025
Q1 		$2.07M Buy
4,269
+1,316
+45% +$690K 0.03% 447
2024
Q4 		$1.57M Buy
2,953
+29
+1% +$15.5K 0.03% 504
2024
Q3 		$1.37M Buy
2,924
+33
+1% +$14.3K 0.03% 522
2024
Q2 		$1.24M Sell
2,891
-246
-8% -$105K 0.02% 513
2024
Q1 		$1.38M Buy
3,137
+73
+2% +$29.2K 0.03% 475
2023
Q4 		$1.16M Sell
3,064
-30
-1% -$10.3K 0.03% 486
2023
Q3 		$1.02M Buy
3,094
+340
+12% +$116K 0.03% 460
2023
Q2 		$915K Buy
2,754
+117
+4% +$36K 0.03% 468
2023
Q1 		$808K Sell
2,637
-911
-26% -$298K 0.03% 467
2022
Q4 		$1.1M Buy
3,548
+203
+6% +$61.9K 0.06% 353
2022
Q3 		$843K Buy
3,345
+74
+2% +$19.5K 0.05% 365
2022
Q2 		$777K Buy
3,271
+119
+4% +$31.9K 0.04% 385
2022
Q1 		$947K Buy
3,152
+178
+6% +$53.8K 0.05% 390
2021
Q4 		$897K Sell
2,974
-17
-0.6% -$5.03K 0.04% 416
2021
Q3 		$790K Buy
2,991
+164
+6% +$42.9K 0.04% 407
2021
Q2 		$704K Buy
2,827
+604
+27% +$152K 0.04% 427
2021
Q1 		$517K Buy
2,223
+647
+41% +$140K 0.04% 441
2020
Q4 		$302K Buy
+1,576
New +$282K 0.02% 562

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kestra Private Wealth Services's AMP Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Ameriprise Financial (AMP) stake by 2.3% in Q2 2026, selling an estimated $41.3K and leaving 3,884 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #642.

Kestra Private Wealth Services first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.34M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Kestra Private Wealth Services held 3,884 shares of Ameriprise Financial worth $1.78M as of Q2 2026.
  • Kestra Private Wealth Services sold 90 Ameriprise Financial shares in Q2 2026, an estimated $41.3K.
  • Ameriprise Financial made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #642 holding.
  • Kestra Private Wealth Services first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Ameriprise Financial position peaked at $2.34M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.