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OneAscent Financial Services’s Ameriprise Financial AMP Stock Holding History

OneAscent 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
2026
Q1 		$362K Buy
815
+49
+6% +$23.6K 0.02% 411
2025
Q4 		$375K Buy
766
+288
+60% +$137K 0.03% 297
2025
Q3 		$235K Sell
478
-158
-25% -$81K 0.03% 362
2025
Q2 		$340K Sell
636
-132
-17% -$65.2K 0.02% 381
2025
Q1 		$373K Buy
768
+17
+2% +$8.92K 0.02% 379
2024
Q4 		$400K Buy
751
+314
+72% +$168K 0.03% 298
2024
Q3 		$205K Sell
437
-165
-27% -$71.6K 0.15% 172
2024
Q2 		$257K Sell
602
-14
-2% -$5.98K 0.04% 206
2024
Q1 		$270K Sell
616
-41
-6% -$16.4K 0.03% 307
2023
Q4 		$250K Buy
+657
New +$225K 0.03% 298
2023
Q3 		– Sell
-618
Closed -$205K – 274
2023
Q2 		$205K Buy
+618
New +$190K 0.09% 113
2023
Q1 		– Sell
-741
Closed -$231K – 176
2022
Q4 		$231K Buy
+741
New +$226K 0.1% 155
2022
Q3 		– Sell
-1,033
Closed -$246K – 196
2022
Q2 		$246K Buy
+1,033
New +$277K 0.11% 177
2022
Q1 		– Sell
-673
Closed -$203K – 149
2021
Q4 		$203K Sell
673
-1,238
-65% -$366K 0.39% 122
2021
Q3 		$505K Buy
+1,911
New +$500K 0.67% 25
2021
Q1 		$283K Sell
1,215
-67
-5% -$14.5K 0.28% 96
2020
Q4 		$249K Sell
1,282
-1,240
-49% -$222K 0.27% 92
2020
Q3 		$389K Buy
2,522
+228
+10% +$35.1K 0.2% 104
2020
Q2 		$344K Buy
2,294
+109
+5% +$14K 0.23% 96
2020
Q1 		$224K Sell
2,185
-324
-13% -$48K 0.17% 123
2019
Q4 		$418K Buy
+2,509
New +$389K 0.23% 73
2019
Q3 		– Sell
-2,686
Closed -$390K – 26
2019
Q2 		$390K Buy
+2,686
New +$388K 0.27% 82

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 $2.9T AUM 29.55% 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

OneAscent Financial Services's AMP Position: Q1 2026 in Review

OneAscent Financial Services increased its Ameriprise Financial (AMP) stake by 6.4% in Q1 2026, buying an estimated $23.6K and bringing the position to 815 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #411.

OneAscent Financial Services first reported a position in AMP in Q2 2019 and has held it in 22 quarters since. The position peaked at $505K in Q3 2021. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • OneAscent Financial Services held 815 shares of Ameriprise Financial worth $362K as of Q1 2026.
  • OneAscent Financial Services bought 49 Ameriprise Financial shares in Q1 2026, an estimated $23.6K.
  • Ameriprise Financial made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #411 holding.
  • OneAscent Financial Services first reported a position in Ameriprise Financial in Q2 2019 and has held it in 22 quarters since.
  • OneAscent Financial Services's Ameriprise Financial position peaked at $505K in Q3 2021.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.