Level Four Advisory Services’s Ameriprise Financial AMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.19M Buy
13,924
+1,903
+16% +$917K 0.2% 143
2025
Q4
$5.89M Buy
12,021
+284
+2% +$135K 0.19% 142
2025
Q3
$5.77M Buy
11,737
+185
+2% +$94.8K 0.2% 139
2025
Q2
$6.17M Buy
11,552
+67
+0.6% +$33.1K 0.23% 123
2025
Q1
$5.56M Sell
11,485
-1,359
-11% -$713K 0.23% 133
2024
Q4
$6.84M Buy
12,844
+15
+0.1% +$8.01K 0.28% 96
2024
Q3
$6.55M Buy
12,829
+546
+4% +$237K 0.28% 97
2024
Q2
$5.25M Buy
12,283
+11,731
+2,125% +$5.01M 0.24% 117
2024
Q1
$210K Hold
552
0.01% 713
2023
Q4
$210K Sell
552
-100
-15% -$34.3K 0.01% 709
2023
Q3
$215K Hold
652
0.01% 670
2023
Q2
$217K Sell
652
-74
-10% -$22.7K 0.01% 719
2023
Q1
$223K Buy
+726
New +$238K 0.01% 664

Other funds holding AMP

Level Four Advisory Services's AMP Position: Q1 2026 in Review

Level Four Advisory Services increased its Ameriprise Financial (AMP) stake by 16% in Q1 2026, buying an estimated $917K and bringing the position to 13,924 shares worth $6.19M. The position accounts for 0.2% of the portfolio, ranked #143.

Level Four Advisory Services first reported a position in AMP in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.84M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Level Four Advisory Services held 13,924 shares of Ameriprise Financial worth $6.19M as of Q1 2026.
  • Level Four Advisory Services bought 1,903 Ameriprise Financial shares in Q1 2026, an estimated $917K.
  • Ameriprise Financial made up 0.2% of Level Four Advisory Services's portfolio in Q1 2026, its #143 holding.
  • Level Four Advisory Services first reported a position in Ameriprise Financial in Q1 2023 and has held it in 13 quarters since.
  • Level Four Advisory Services's Ameriprise Financial position peaked at $6.84M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.