LAS
AMP icon

Lloyd Advisory Services’s Ameriprise Financial AMP Stock Holding History

Lloyd Advisory Services’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 		$9.45K Buy
+21
New +$9.63K ﹤0.01% 374
2026
Q1 		– Sell
-83
Closed -$40.6K – 867
2025
Q4 		$40.6K Buy
+83
New +$39.4K 0.02% 260

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

Lloyd Advisory Services's AMP Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Ameriprise Financial (AMP) in Q2 2026: 21 shares worth $9.45K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in AMP as recently as Q4 2025.

Lloyd Advisory Services first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.6K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Lloyd Advisory Services held 21 shares of Ameriprise Financial worth $9.45K as of Q2 2026.
  • Ameriprise Financial was a new Lloyd Advisory Services position in Q2 2026.
  • Ameriprise Financial made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #374 holding.
  • Lloyd Advisory Services first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Ameriprise Financial position peaked at $40.6K in Q4 2025.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.