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Legacy Capital Group California’s Ameriprise Financial AMP Stock Holding History

Legacy Capital Group California’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 		$572K Sell
1,287
-186
-13% -$89.6K 0.22% 157
2025
Q4 		$722K Sell
1,473
-142
-9% -$67.4K 0.18% 154
2025
Q3 		$793K Sell
1,615
-9
-0.6% -$4.61K 0.2% 133
2025
Q2 		$867K Sell
1,624
-46
-3% -$22.7K 0.24% 110
2025
Q1 		$808K Sell
1,670
-4
-0.2% -$2.1K 0.28% 94
2024
Q4 		$891K Sell
1,674
-682
-29% -$364K 0.27% 89
2024
Q3 		$1.11M Sell
2,356
-12
-0.5% -$5.21K 0.37% 60
2024
Q2 		$1.01M Sell
2,368
-76
-3% -$32.5K 0.36% 68
2024
Q1 		$1.07M Buy
+2,444
New +$979K 0.4% 66

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

Legacy Capital Group California's AMP Position: Q1 2026 in Review

Legacy Capital Group California reduced its Ameriprise Financial (AMP) stake by 13% in Q1 2026, selling an estimated $89.6K and leaving 1,287 shares worth $572K. The position accounts for 0.22% of the portfolio, ranked #157.

Legacy Capital Group California first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Legacy Capital Group California held 1,287 shares of Ameriprise Financial worth $572K as of Q1 2026.
  • Legacy Capital Group California sold 186 Ameriprise Financial shares in Q1 2026, an estimated $89.6K.
  • Ameriprise Financial made up 0.22% of Legacy Capital Group California's portfolio in Q1 2026, its #157 holding.
  • Legacy Capital Group California first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Legacy Capital Group California's Ameriprise Financial position peaked at $1.11M in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.