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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
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 $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 Financial Advisors's AMP Position: Q1 2026 in Review

Legacy Financial Advisors increased its Ameriprise Financial (AMP) stake by 15% in Q1 2026, buying an estimated $45.3K and bringing the position to 722 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #309.

Legacy Financial Advisors first reported a position in AMP in Q4 2017 and has held it in 13 quarters since. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Legacy Financial Advisors held 722 shares of Ameriprise Financial worth $321K as of Q1 2026.
  • Legacy Financial Advisors bought 94 Ameriprise Financial shares in Q1 2026, an estimated $45.3K.
  • Ameriprise Financial made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #309 holding.
  • Legacy Financial Advisors first reported a position in Ameriprise Financial in Q4 2017 and has held it in 13 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.