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Optimist Retirement Group’s Ameriprise Financial AMP Stock Holding History

Optimist Retirement Group’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 		$376K Buy
847
+195
+30% +$94K 0.17% 76
2025
Q4 		$320K Buy
652
+14
+2% +$6.64K 0.15% 81
2025
Q3 		$313K Buy
638
+23
+4% +$11.8K 0.14% 83
2025
Q2 		$328K Buy
615
+64
+12% +$31.6K 0.16% 77
2025
Q1 		$267K Buy
551
+52
+10% +$27.3K 0.13% 71
2024
Q4 		$266K Sell
499
-25
-5% -$13.3K 0.13% 77
2024
Q3 		$246K Buy
524
+9
+2% +$3.9K 0.11% 97
2024
Q2 		$220K Hold
515
– – 0.12% 98
2024
Q1 		$226K Buy
+515
New +$206K 0.12% 80

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

Optimist Retirement Group's AMP Position: Q1 2026 in Review

Optimist Retirement Group increased its Ameriprise Financial (AMP) stake by 30% in Q1 2026, buying an estimated $94K and bringing the position to 847 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #76.

Optimist Retirement Group first reported a position in AMP in Q1 2024 and has held it in 9 quarters since. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Optimist Retirement Group held 847 shares of Ameriprise Financial worth $376K as of Q1 2026.
  • Optimist Retirement Group bought 195 Ameriprise Financial shares in Q1 2026, an estimated $94K.
  • Ameriprise Financial made up 0.17% of Optimist Retirement Group's portfolio in Q1 2026, its #76 holding.
  • Optimist Retirement Group first reported a position in Ameriprise Financial in Q1 2024 and has held it in 9 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.