Optima Capital’s Ameriprise Financial AMP Stock Holding History

Optima Capital’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	–	Sell	-162	Closed	-$79.2K	–	207
2025 Q4	$79.2K	Buy	+162	New	+$76.9K	0.03%	254

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

Optima Capital's AMP Position: Q1 2026 in Review

Optima Capital sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 162 shares — an estimated $79.2K sold.

Optima Capital first reported a position in AMP in Q4 2025 and held it in 1 quarter. The position peaked at $79.2K in Q4 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Optima Capital reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 162 Ameriprise Financial shares in Q1 2026, an estimated $79.2K.
Optima Capital first reported a position in Ameriprise Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's Ameriprise Financial position peaked at $79.2K in Q4 2025.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.