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Marshall Financial Group (Maryland)’s Ameriprise Financial AMP Stock Holding History

Marshall Financial Group (Maryland)’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 		$823K Buy
1,793
+136
+8% +$62.3K 0.12% 162
2026
Q1 		$736K Buy
1,657
+27
+2% +$13K 0.12% 161
2025
Q4 		$799K Buy
+1,630
New +$774K 0.16% 153

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

Marshall Financial Group (Maryland)'s AMP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Ameriprise Financial (AMP) stake by 8.2% in Q2 2026, buying an estimated $62.3K and bringing the position to 1,793 shares worth $823K. The position accounts for 0.12% of the portfolio, ranked #162.

Marshall Financial Group (Maryland) first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,793 shares of Ameriprise Financial worth $823K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 136 Ameriprise Financial shares in Q2 2026, an estimated $62.3K.
  • Ameriprise Financial made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #162 holding.
  • Marshall Financial Group (Maryland) first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.