Oldfather Financial Services’s Ameriprise Financial AMP Stock Holding History

Oldfather Financial 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
2025 Q4	$365K	Buy	744 +241	+48%	+$114K	0.11%	74
2025 Q3	$247K	Hold	503	–	–	0.08%	82
2025 Q2	$268K	Hold	503	–	–	0.09%	69
2025 Q1	$244K	Hold	503	–	–	0.09%	68
2024 Q4	$268K	Hold	503	–	–	0.1%	65
2024 Q3	$236K	Buy	503 +3	+0.6%	+$1.3K	0.09%	68
2024 Q2	$214K	Hold	500	–	–	0.09%	70
2024 Q1	$219K	Buy	+500	New	+$200K	0.09%	67

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Oldfather Financial Services's AMP Position: Q4 2025 in Review

Oldfather Financial Services increased its Ameriprise Financial (AMP) stake by 48% in Q4 2025, buying an estimated $114K and bringing the position to 744 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #74.

Oldfather Financial Services first reported a position in AMP in Q1 2024 and has held it in 8 quarters since. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Oldfather Financial Services held 744 shares of Ameriprise Financial worth $365K as of Q4 2025.
Oldfather Financial Services bought 241 Ameriprise Financial shares in Q4 2025, an estimated $114K.
Ameriprise Financial made up 0.11% of Oldfather Financial Services's portfolio in Q4 2025, its #74 holding.
Oldfather Financial Services first reported a position in Ameriprise Financial in Q1 2024 and has held it in 8 quarters since.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.