Okabena Investment Services’s Ameriprise Financial AMP Stock Holding History

Okabena Investment Services’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	$234K	Buy	527 +22	+4%	+$10.6K	0.05%	144
2025 Q4	$248K	Hold	505	–	–	0.05%	135
2025 Q3	$248K	Buy	505 +28	+6%	+$14.4K	0.05%	133
2025 Q2	$255K	Hold	477	–	–	0.06%	124
2025 Q1	$231K	Buy	+477	New	+$250K	0.06%	122
2023 Q2	–	Sell	-10	Closed	-$2.42K	–	158
2023 Q1	$2.42K	Sell	10 -120	-92%	-$39.3K	﹤0.01%	161
2022 Q4	$40.5K	Buy	+130	New	+$39.7K	0.03%	103

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

Okabena Investment Services's AMP Position: Q1 2026 in Review

Okabena Investment Services increased its Ameriprise Financial (AMP) stake by 4.4% in Q1 2026, buying an estimated $10.6K and bringing the position to 527 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #144.

Okabena Investment Services first reported a position in AMP in Q4 2022 and has held it in 7 quarters since. The position peaked at $255K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Okabena Investment Services held 527 shares of Ameriprise Financial worth $234K as of Q1 2026.
Okabena Investment Services bought 22 Ameriprise Financial shares in Q1 2026, an estimated $10.6K.
Ameriprise Financial made up 0.05% of Okabena Investment Services's portfolio in Q1 2026, its #144 holding.
Okabena Investment Services first reported a position in Ameriprise Financial in Q4 2022 and has held it in 7 quarters since.
Okabena Investment Services's Ameriprise Financial position peaked at $255K in Q2 2025.
1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.