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Legacy Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Legacy Financial Advisors’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 		$361K Buy
787
+65
+9% +$29.8K 0.04% 308
2026
Q1 		$321K Buy
722
+94
+15% +$45.3K 0.04% 309
2025
Q4 		$308K Buy
628
+46
+8% +$21.8K 0.04% 309
2025
Q3 		$286K Buy
582
+100
+21% +$51.3K 0.04% 332
2025
Q2 		$257K Buy
482
+40
+9% +$19.8K 0.04% 295
2025
Q1 		$214K Sell
442
-9
-2% -$4.72K 0.04% 339
2024
Q4 		$240K Sell
451
-13
-3% -$6.94K 0.04% 302
2024
Q3 		$218K Buy
+464
New +$201K 0.04% 328
2019
Q2 		– Sell
-248
Closed -$32K – 162
2019
Q1 		$32K Sell
248
-114
-31% -$14.1K 0.01% 358
2018
Q4 		$38K Sell
362
-957
-73% -$120K 0.01% 288
2018
Q3 		$194K Hold
1,319
– – 0.07% 109
2018
Q2 		$187K Buy
1,319
+1,094
+486% +$155K 0.07% 111
2018
Q1 		$32K Sell
225
-5
-2% -$816 0.01% 297
2017
Q4 		$38K Buy
+230
New +$36.9K 0.02% 280

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

Legacy Financial Advisors's AMP Position: Q2 2026 in Review

Legacy Financial Advisors increased its Ameriprise Financial (AMP) stake by 9% in Q2 2026, buying an estimated $29.8K and bringing the position to 787 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #308.

Legacy Financial Advisors first reported a position in AMP in Q4 2017 and has held it in 14 quarters since. 1,390 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Legacy Financial Advisors held 787 shares of Ameriprise Financial worth $361K as of Q2 2026.
  • Legacy Financial Advisors bought 65 Ameriprise Financial shares in Q2 2026, an estimated $29.8K.
  • Ameriprise Financial made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #308 holding.
  • Legacy Financial Advisors first reported a position in Ameriprise Financial in Q4 2017 and has held it in 14 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.