MFG
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Merit Financial Group’s Ameriprise Financial AMP Stock Holding History

Merit Financial Group’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 		$3M Sell
6,529
-1,872
-22% -$858K 0.02% 588
2026
Q1 		$3.73M Buy
8,401
+157
+2% +$75.7K 0.03% 478
2025
Q4 		$4.04M Buy
8,244
+3,139
+61% +$1.49M 0.03% 416
2025
Q3 		$2.51M Sell
5,105
-677
-12% -$347K 0.02% 486
2025
Q2 		$3.09M Buy
5,782
+1,916
+50% +$947K 0.03% 394
2025
Q1 		$1.87M Buy
3,866
+2,094
+118% +$1.1M 0.03% 441
2024
Q4 		$943K Buy
+1,772
New +$946K 0.02% 529
2024
Q3 		– Sell
-976
Closed -$417K – 836
2024
Q2 		$417K Buy
976
+69
+8% +$29.5K 0.01% 629
2024
Q1 		$380K Buy
+907
New +$363K 0.01% 628

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

Merit Financial Group's AMP Position: Q2 2026 in Review

Merit Financial Group reduced its Ameriprise Financial (AMP) stake by 22% in Q2 2026, selling an estimated $858K and leaving 6,529 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #588.

Merit Financial Group first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.04M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Merit Financial Group held 6,529 shares of Ameriprise Financial worth $3M as of Q2 2026.
  • Merit Financial Group sold 1,872 Ameriprise Financial shares in Q2 2026, an estimated $858K.
  • Ameriprise Financial made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #588 holding.
  • Merit Financial Group first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • Merit Financial Group's Ameriprise Financial position peaked at $4.04M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.