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MONECO Advisors’s Ameriprise Financial AMP Stock Holding History

MONECO Advisors’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 		$278K Buy
627
+22
+4% +$10.6K 0.02% 422
2025
Q4 		$297K Sell
605
-18
-3% -$8.54K 0.02% 398
2025
Q3 		$306K Sell
623
-14
-2% -$7.17K 0.03% 395
2025
Q2 		$340K Sell
637
-50
-7% -$24.7K 0.03% 359
2025
Q1 		$333K Sell
687
-52
-7% -$27.3K 0.03% 344
2024
Q4 		$393K Buy
739
+124
+20% +$66.2K 0.04% 322
2024
Q3 		$289K Buy
615
+9
+1% +$3.9K 0.04% 347
2024
Q2 		$259K Sell
606
-1
-0.2% -$427 0.04% 351
2024
Q1 		$266K Sell
607
-7
-1% -$2.8K 0.04% 338
2023
Q4 		$233K Sell
614
-11
-2% -$3.77K 0.04% 333
2023
Q3 		$206K Sell
625
-2
-0.3% -$683 0.06% 321
2023
Q2 		$208K Buy
+627
New +$193K 0.06% 320

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

MONECO Advisors's AMP Position: Q1 2026 in Review

MONECO Advisors increased its Ameriprise Financial (AMP) stake by 3.6% in Q1 2026, buying an estimated $10.6K and bringing the position to 627 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #422.

MONECO Advisors first reported a position in AMP in Q2 2023 and has held it in 12 quarters since. The position peaked at $393K in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • MONECO Advisors held 627 shares of Ameriprise Financial worth $278K as of Q1 2026.
  • MONECO Advisors bought 22 Ameriprise Financial shares in Q1 2026, an estimated $10.6K.
  • Ameriprise Financial made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #422 holding.
  • MONECO Advisors first reported a position in Ameriprise Financial in Q2 2023 and has held it in 12 quarters since.
  • MONECO Advisors's Ameriprise Financial position peaked at $393K in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.