MOTCO’s Ameriprise Financial AMP Stock Holding History

MOTCO’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	$93.8K	Hold	211	–	–	0.01%	277
2025 Q4	$103K	Hold	211	–	–	0.01%	264
2025 Q3	$104K	Hold	211	–	–	0.01%	272
2025 Q2	$109K	Buy	211 +6	+3%	+$2.96K	0.01%	247
2025 Q1	$99.2K	Hold	205	–	–	0.01%	236
2024 Q4	$109K	Hold	205	–	–	0.01%	228
2024 Q3	$96.3K	Hold	205	–	–	0.01%	262
2024 Q2	$87.6K	Hold	205	–	–	0.01%	350
2024 Q1	$89.9K	Sell	205 -1	-0.5%	-$400	0.01%	342
2023 Q4	$78.2K	Sell	206 -107	-34%	-$36.7K	0.01%	319
2023 Q3	$103K	Buy	313 +76	+32%	+$25.9K	0.01%	289
2023 Q2	$78.7K	Buy	237 +32	+16%	+$9.84K	0.01%	307
2023 Q1	$62.8K	Hold	205	–	–	﹤0.01%	310
2022 Q4	$63.8K	Sell	205 -325	-61%	-$99.1K	﹤0.01%	321
2022 Q3	$134K	Buy	530 +325	+159%	+$85.5K	0.01%	255
2022 Q2	$49K	Hold	205	–	–	﹤0.01%	359
2022 Q1	$62K	Hold	205	–	–	﹤0.01%	337
2021 Q4	$62K	Hold	205	–	–	﹤0.01%	333
2021 Q3	$54K	Sell	205 -131	-39%	-$34.3K	﹤0.01%	344
2021 Q2	$84K	Hold	336	–	–	0.01%	308
2021 Q1	$78K	Sell	336 -13	-4%	-$2.81K	0.01%	302
2020 Q4	$68K	Sell	349 -55	-14%	-$9.84K	0.01%	333
2020 Q3	$62K	Hold	404	–	–	0.01%	318
2020 Q2	$61K	Hold	404	–	–	0.01%	300
2020 Q1	$41K	Buy	404 +13	+3%	+$1.93K	﹤0.01%	316
2019 Q4	$65K	Hold	391	–	–	0.01%	299
2019 Q3	$58K	Sell	391 -62	-14%	-$8.69K	0.01%	311
2019 Q2	$65K	Buy	453 +62	+16%	+$8.96K	0.01%	327
2019 Q1	$50K	Hold	391	–	–	0.01%	322
2018 Q4	$41K	Hold	391	–	–	﹤0.01%	332
2018 Q3	$58K	Sell	391 -48	-11%	-$6.87K	0.01%	318
2018 Q2	$62K	Buy	439 +48	+12%	+$6.8K	0.01%	299
2018 Q1	$58K	Buy	391 +227	+138%	+$37K	0.01%	313
2017 Q4	$27K	Hold	164	–	–	﹤0.01%	366
2017 Q3	$25K	Sell	164 -300	-65%	-$41.9K	﹤0.01%	384
2017 Q2	$59K	Buy	464 +300	+183%	+$38.1K	0.01%	298
2017 Q1	$22K	Sell	164 -78	-32%	-$9.65K	﹤0.01%	401
2016 Q4	$27K	Sell	242 -418	-63%	-$44.1K	﹤0.01%	380
2016 Q3	$66K	Buy	660 +232	+54%	+$22.5K	0.01%	273
2016 Q2	$39K	Hold	428	–	–	﹤0.01%	294
2016 Q1	$40K	Hold	428	–	–	﹤0.01%	288
2015 Q4	$46K	Hold	428	–	–	0.01%	271
2015 Q3	$47K	Hold	428	–	–	0.01%	276
2015 Q2	$53K	Hold	428	–	–	0.01%	273
2015 Q1	$56K	Hold	428	–	–	0.01%	276
2014 Q4	$57K	Hold	428	–	–	0.01%	287
2014 Q3	$53K	Hold	428	–	–	0.01%	290
2014 Q2	$51K	Sell	428 -8	-2%	-$895	0.01%	283
2014 Q1	$48K	Hold	436	–	–	0.01%	289
2013 Q4	$50K	Hold	436	–	–	0.01%	294
2013 Q3	$40K	Hold	436	–	–	﹤0.01%	320
2013 Q2	$35K	Buy	+436	New	+$33.9K	﹤0.01%	338

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MOTCO's AMP Position: Q1 2026 in Review

MOTCO held its Ameriprise Financial (AMP) position steady in Q1 2026 at 211 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #277.

MOTCO first reported a position in AMP in Q2 2013 and has held it in 52 quarters since. The position peaked at $134K in Q3 2022. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

MOTCO held 211 shares of Ameriprise Financial worth $93.8K as of Q1 2026.
MOTCO left its Ameriprise Financial share count unchanged in Q1 2026.
Ameriprise Financial made up 0.01% of MOTCO's portfolio in Q1 2026, its #277 holding.
MOTCO first reported a position in Ameriprise Financial in Q2 2013 and has held it in 52 quarters since.
MOTCO's Ameriprise Financial position peaked at $134K in Q3 2022.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.