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Liberty Square Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Liberty Square Wealth Partners’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 		$262K Hold
572
– – 0.06% 120
2026
Q1 		$254K Hold
572
– – 0.07% 125
2025
Q4 		$280K Hold
572
– – 0.08% 112
2025
Q3 		$281K Sell
572
-5
-0.9% -$2.56K 0.09% 118
2025
Q2 		$308K Hold
577
– – 0.11% 111
2025
Q1 		$279K Hold
577
– – 0.11% 115
2024
Q4 		$315K Buy
+577
New +$308K 0.11% 111

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

Liberty Square Wealth Partners's AMP Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Ameriprise Financial (AMP) position steady in Q2 2026 at 572 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #120.

Liberty Square Wealth Partners first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $315K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Liberty Square Wealth Partners held 572 shares of Ameriprise Financial worth $262K as of Q2 2026.
  • Liberty Square Wealth Partners left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.06% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Liberty Square Wealth Partners first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Ameriprise Financial position peaked at $315K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.