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Mutual Advisors’s Ameriprise Financial AMP Stock Holding History

Mutual 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
Q2 		$219K Buy
477
+11
+2% +$5.04K ﹤0.01% 1297
2026
Q1 		$207K Buy
466
+9
+2% +$4.34K ﹤0.01% 1263
2025
Q4 		$224K Sell
457
-8
-2% -$3.8K ﹤0.01% 1216
2025
Q3 		$223K Sell
465
-46
-9% -$23.6K ﹤0.01% 1183
2025
Q2 		$266K Buy
511
+22
+4% +$10.9K 0.01% 1018
2025
Q1 		$228K Sell
489
-48
-9% -$25.2K 0.01% 988
2024
Q4 		$293K Sell
537
-50
-9% -$26.7K 0.01% 888
2024
Q3 		$296K Sell
587
-43
-7% -$18.7K 0.01% 901
2024
Q2 		$272K Buy
630
+16
+3% +$6.83K 0.01% 926
2024
Q1 		$269K Sell
614
-84
-12% -$33.6K 0.01% 911
2023
Q4 		$265K Sell
698
-20
-3% -$6.86K 0.01% 861
2023
Q3 		$237K Sell
718
-386
-35% -$132K 0.01% 867
2023
Q2 		$367K Buy
+1,104
New +$339K 0.01% 736
2023
Q1 		– Sell
-3,865
Closed -$1.2M – 972
2022
Q4 		$1.2M Buy
3,865
+21
+0.5% +$6.41K 0.05% 357
2022
Q3 		$969K Buy
3,844
+45
+1% +$11.8K 0.05% 369
2022
Q2 		$903K Sell
3,799
-2
-0.1% -$536 0.06% 367
2022
Q1 		$1.14M Buy
3,801
+33
+0.9% +$9.98K 0.06% 338
2021
Q4 		$1.14M Buy
3,768
+13
+0.3% +$3.85K 0.06% 346
2021
Q3 		$992K Sell
3,755
-355
-9% -$92.9K 0.06% 354
2021
Q2 		$1.02M Sell
4,110
-10
-0.2% -$2.52K 0.06% 349
2021
Q1 		$958K Sell
4,120
-403
-9% -$87.1K 0.07% 332
2020
Q4 		$879K Buy
4,523
+940
+26% +$168K 0.07% 341
2020
Q3 		$552K Buy
3,583
+27
+0.8% +$4.16K 0.05% 403
2020
Q2 		$534K Buy
3,556
+124
+4% +$15.9K 0.05% 363
2020
Q1 		$352K Buy
+3,432
New +$509K 0.05% 370

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

Mutual Advisors's AMP Position: Q2 2026 in Review

Mutual Advisors increased its Ameriprise Financial (AMP) stake by 2.4% in Q2 2026, buying an estimated $5.04K and bringing the position to 477 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Mutual Advisors first reported a position in AMP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.2M in Q4 2022. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Mutual Advisors held 477 shares of Ameriprise Financial worth $219K as of Q2 2026.
  • Mutual Advisors bought 11 Ameriprise Financial shares in Q2 2026, an estimated $5.04K.
  • Ameriprise Financial made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1297 holding.
  • Mutual Advisors first reported a position in Ameriprise Financial in Q1 2020 and has held it in 25 quarters since.
  • Mutual Advisors's Ameriprise Financial position peaked at $1.2M in Q4 2022.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.