NFP
AMP icon

Narus Financial Partners’s Ameriprise Financial AMP Stock Holding History

Narus Financial Partners’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 		$247K Sell
538
-29
-5% -$13.3K 0.06% 154
2026
Q1 		$252K Sell
567
-75
-12% -$36.1K 0.07% 144
2025
Q4 		$315K Sell
642
-66
-9% -$31.3K 0.09% 133
2025
Q3 		$348K Buy
708
+44
+7% +$22.6K 0.1% 123
2025
Q2 		$354K Sell
664
-66
-9% -$32.6K 0.11% 106
2025
Q1 		$353K Buy
730
+7
+1% +$3.67K 0.12% 103
2024
Q4 		$385K Buy
723
+130
+22% +$69.4K 0.13% 101
2024
Q3 		$279K Buy
593
+114
+24% +$49.5K 0.1% 123
2024
Q2 		$205K Hold
479
– – 0.08% 139
2024
Q1 		$210K Buy
+479
New +$192K 0.09% 136

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

Narus Financial Partners's AMP Position: Q2 2026 in Review

Narus Financial Partners reduced its Ameriprise Financial (AMP) stake by 5.1% in Q2 2026, selling an estimated $13.3K and leaving 538 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #154.

Narus Financial Partners first reported a position in AMP in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q4 2024. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Narus Financial Partners held 538 shares of Ameriprise Financial worth $247K as of Q2 2026.
  • Narus Financial Partners sold 29 Ameriprise Financial shares in Q2 2026, an estimated $13.3K.
  • Ameriprise Financial made up 0.06% of Narus Financial Partners's portfolio in Q2 2026, its #154 holding.
  • Narus Financial Partners first reported a position in Ameriprise Financial in Q1 2024 and has held it in 10 quarters since.
  • Narus Financial Partners's Ameriprise Financial position peaked at $385K in Q4 2024.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.