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OneAscent Wealth Management’s Ameriprise Financial AMP Stock Holding History

OneAscent Wealth Management’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 		$323K Buy
726
+7
+1% +$3.37K 0.11% 102
2025
Q4 		$353K Sell
719
-14
-2% -$6.64K 0.12% 95
2025
Q3 		$360K Sell
733
-37
-5% -$19K 0.12% 100
2025
Q2 		$411K Buy
770
+44
+6% +$21.7K 0.15% 77
2025
Q1 		$351K Buy
726
+49
+7% +$25.7K 0.15% 79
2024
Q4 		$360K Buy
677
+172
+34% +$91.8K 0.15% 87
2024
Q3 		$237K Sell
505
-6
-1% -$2.6K 0.09% 158
2024
Q2 		$218K Sell
511
-7
-1% -$2.99K 0.11% 91
2024
Q1 		$227K Buy
+518
New +$207K 0.09% 157
2023
Q3 		– Sell
-685
Closed -$228K – 158
2023
Q2 		$228K Buy
685
+5
+0.7% +$1.54K 0.11% 88
2023
Q1 		$208K Sell
680
-82
-11% -$26.9K 0.08% 171
2022
Q4 		$237K Sell
762
-56
-7% -$17.1K 0.11% 142
2022
Q3 		$206K Sell
818
-40
-5% -$10.5K 0.11% 138
2022
Q2 		$204K Buy
858
+37
+5% +$9.91K 0.1% 165
2022
Q1 		$247K Sell
821
-30
-4% -$9.07K 0.12% 165
2021
Q4 		$257K Sell
851
-1,530
-64% -$453K 0.64% 66
2021
Q3 		$629K Buy
+2,381
New +$623K 0.72% 20
2021
Q1 		$620K Sell
2,667
-158
-6% -$34.2K 0.26% 94
2020
Q4 		$549K Buy
+2,825
New +$506K 0.25% 94

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 Wealth Management's AMP Position: Q1 2026 in Review

OneAscent Wealth Management increased its Ameriprise Financial (AMP) stake by 0.97% in Q1 2026, buying an estimated $3.37K and bringing the position to 726 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #102.

OneAscent Wealth Management first reported a position in AMP in Q4 2020 and has held it in 19 quarters since. The position peaked at $629K in Q3 2021. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • OneAscent Wealth Management held 726 shares of Ameriprise Financial worth $323K as of Q1 2026.
  • OneAscent Wealth Management bought 7 Ameriprise Financial shares in Q1 2026, an estimated $3.37K.
  • Ameriprise Financial made up 0.11% of OneAscent Wealth Management's portfolio in Q1 2026, its #102 holding.
  • OneAscent Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and has held it in 19 quarters since.
  • OneAscent Wealth Management's Ameriprise Financial position peaked at $629K in Q3 2021.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

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