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Marks Group Wealth Management’s Ameriprise Financial AMP Stock Holding History

Marks Group Wealth Management’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 		$1.27M Sell
2,858
-10
-0.3% -$4.82K 0.12% 174
2025
Q4 		$1.41M Hold
2,868
– – 0.13% 161
2025
Q3 		$1.41M Hold
2,868
– – 0.13% 147
2025
Q2 		$1.53M Hold
2,868
– – 0.14% 142
2025
Q1 		$1.39M Hold
2,868
– – 0.13% 151
2024
Q4 		$1.53M Hold
2,868
– – 0.15% 139
2024
Q3 		$1.35M Buy
2,868
+10
+0.3% +$4.34K 0.13% 153
2024
Q2 		$1.22M Hold
2,858
– – 0.13% 159
2024
Q1 		$1.25M Hold
2,858
– – 0.13% 150
2023
Q4 		$1.09M Hold
2,858
– – 0.12% 161
2023
Q3 		$942K Hold
2,858
– – 0.12% 164
2023
Q2 		$949K Hold
2,858
– – 0.11% 167
2023
Q1 		$876K Buy
2,858
+118
+4% +$38.7K 0.11% 172
2022
Q4 		$853K Hold
2,740
– – 0.12% 175
2022
Q3 		$690K Hold
2,740
– – 0.11% 179
2022
Q2 		$651K Hold
2,740
– – 0.09% 194
2022
Q1 		$823K Hold
2,740
– – 0.1% 184
2021
Q4 		$826K Buy
+2,740
New +$810K 0.1% 194

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

Marks Group Wealth Management's AMP Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Ameriprise Financial (AMP) stake by 0.35% in Q1 2026, selling an estimated $4.82K and leaving 2,858 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #174.

Marks Group Wealth Management first reported a position in AMP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Marks Group Wealth Management held 2,858 shares of Ameriprise Financial worth $1.27M as of Q1 2026.
  • Marks Group Wealth Management sold 10 Ameriprise Financial shares in Q1 2026, an estimated $4.82K.
  • Ameriprise Financial made up 0.12% of Marks Group Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Marks Group Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and has held it in 18 quarters since.
  • Marks Group Wealth Management's Ameriprise Financial position peaked at $1.53M in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.