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Larson Financial Group’s Ameriprise Financial AMP Stock Holding History

Larson Financial Group’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 		$315K Sell
686
-1,029
-60% -$472K 0.01% 689
2026
Q1 		$762K Sell
1,715
-219
-11% -$106K 0.02% 369
2025
Q4 		$948K Buy
1,934
+36
+2% +$17.1K 0.03% 322
2025
Q3 		$933K Buy
1,898
+193
+11% +$98.9K 0.03% 322
2025
Q2 		$910K Buy
1,705
+182
+12% +$89.9K 0.04% 310
2025
Q1 		$737K Buy
1,523
+279
+22% +$146K 0.03% 318
2024
Q4 		$662K Sell
1,244
-85
-6% -$45.4K 0.03% 300
2024
Q3 		$625K Buy
1,329
+179
+16% +$77.7K 0.04% 292
2024
Q2 		$491K Buy
1,150
+99
+9% +$42.3K 0.03% 277
2024
Q1 		$461K Buy
1,051
+419
+66% +$168K 0.04% 249
2023
Q4 		$240K Buy
632
+184
+41% +$63.1K 0.02% 310
2023
Q3 		$148K Buy
448
+146
+48% +$49.8K 0.01% 380
2023
Q2 		$100K Hold
302
– – 0.01% 427
2023
Q1 		$92.6K Buy
+302
New +$98.9K 0.01% 446
2022
Q1 		– Sell
-17
Closed -$5K – 1034
2021
Q4 		$5K Buy
+17
New +$5.03K ﹤0.01% 791

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

Larson Financial Group's AMP Position: Q2 2026 in Review

Larson Financial Group reduced its Ameriprise Financial (AMP) stake by 60% in Q2 2026, selling an estimated $472K and leaving 686 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #689.

Larson Financial Group first reported a position in AMP in Q4 2021 and has held it in 15 quarters since. The position peaked at $948K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Larson Financial Group held 686 shares of Ameriprise Financial worth $315K as of Q2 2026.
  • Larson Financial Group sold 1,029 Ameriprise Financial shares in Q2 2026, an estimated $472K.
  • Ameriprise Financial made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #689 holding.
  • Larson Financial Group first reported a position in Ameriprise Financial in Q4 2021 and has held it in 15 quarters since.
  • Larson Financial Group's Ameriprise Financial position peaked at $948K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.