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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
Q2 		– Sell
-847
Closed -$376K – 119
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Optimist Retirement Group's AMP Position: Q2 2026 in Review

Optimist Retirement Group sold out of Ameriprise Financial (AMP) in Q2 2026, closing a stake of 847 shares — an estimated $376K sold.

Optimist Retirement Group first reported a position in AMP in Q1 2024 and held it in 9 quarters. The position peaked at $376K in Q1 2026. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Optimist Retirement Group reported no remaining Ameriprise Financial position as of Q2 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 847 Ameriprise Financial shares in Q2 2026, an estimated $376K.
  • Optimist Retirement Group first reported a position in Ameriprise Financial in Q1 2024 and held it in 9 quarters.
  • Optimist Retirement Group's Ameriprise Financial position peaked at $376K in Q1 2026.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.