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Keystone Financial Group (Kentucky)’s Ameriprise Financial AMP Stock Holding History

Keystone Financial Group (Kentucky)’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 		$338K Hold
736
– – 0.02% 409
2026
Q1 		$349K Hold
736
– – 0.02% 363
2025
Q4 		$361K Hold
736
– – 0.03% 311
2025
Q3 		$344K Hold
736
– – 0.03% 298
2025
Q2 		$373K Hold
736
– – 0.03% 271
2025
Q1 		$378K Sell
736
-20
-3% -$10.5K 0.04% 253
2024
Q4 		$398K Buy
+756
New +$403K 0.04% 251

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 $3.38T AUM 44.17% 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

Keystone Financial Group (Kentucky)'s AMP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its Ameriprise Financial (AMP) position steady in Q2 2026 at 736 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #409.

Keystone Financial Group (Kentucky) first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 736 shares of Ameriprise Financial worth $338K as of Q2 2026.
  • Keystone Financial Group (Kentucky) left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #409 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Kentucky)'s Ameriprise Financial position peaked at $398K in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.