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Mount Yale Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Mount Yale Investment 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 		$3.75M Buy
8,448
+2,833
+50% +$1.37M 0.09% 235
2025
Q4 		$2.75M Buy
5,615
+3,370
+150% +$1.6M 0.13% 155
2025
Q3 		$1.1M Sell
2,245
-1,199
-35% -$615K 0.08% 266
2025
Q2 		$1.84M Buy
3,444
+57
+2% +$28.2K 0.14% 134
2025
Q1 		$1.64M Buy
3,387
+14
+0.4% +$7.34K 0.14% 136
2024
Q4 		$1.8M Sell
3,373
-730
-18% -$390K 0.15% 129
2024
Q3 		$1.93M Sell
4,103
-172
-4% -$74.6K 0.19% 122
2024
Q2 		$1.83M Sell
4,275
-185
-4% -$79K 0.14% 133
2024
Q1 		$1.96M Buy
4,460
+166
+4% +$66.5K 0.15% 136
2023
Q4 		$1.63M Sell
4,294
-22
-0.5% -$7.54K 0.16% 140
2023
Q3 		$1.42M Sell
4,316
-106
-2% -$36.2K 0.15% 140
2023
Q2 		$1.47M Buy
4,422
+36
+0.8% +$11.1K 0.16% 138
2023
Q1 		$1.34M Buy
+4,386
New +$1.44M 0.15% 141

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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's AMP Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ameriprise Financial (AMP) stake by 50% in Q1 2026, buying an estimated $1.37M and bringing the position to 8,448 shares worth $3.75M. The position accounts for 0.09% of the portfolio, ranked #235.

Mount Yale Investment Advisors first reported a position in AMP in Q1 2023 and has held it in 13 quarters since. 1,385 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Mount Yale Investment Advisors held 8,448 shares of Ameriprise Financial worth $3.75M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,833 Ameriprise Financial shares in Q1 2026, an estimated $1.37M.
  • Ameriprise Financial made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #235 holding.
  • Mount Yale Investment Advisors first reported a position in Ameriprise Financial in Q1 2023 and has held it in 13 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.