OF
AMP icon

Optimize Financial’s Ameriprise Financial AMP Stock Holding History

Optimize Financial’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 		$455K Buy
1,024
+90
+10% +$43.4K 0.22% 140
2025
Q4 		$458K Buy
934
+12
+1% +$5.7K 0.23% 169
2025
Q3 		$453K Buy
+922
New +$473K 0.24% 154
2025
Q1 		– Sell
-742
Closed -$395K – 225
2024
Q4 		$395K Buy
+742
New +$396K 0.3% 98

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

Optimize Financial's AMP Position: Q1 2026 in Review

Optimize Financial increased its Ameriprise Financial (AMP) stake by 9.6% in Q1 2026, buying an estimated $43.4K and bringing the position to 1,024 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #140.

Optimize Financial first reported a position in AMP in Q4 2024 and has held it in 4 quarters since. The position peaked at $458K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Optimize Financial held 1,024 shares of Ameriprise Financial worth $455K as of Q1 2026.
  • Optimize Financial bought 90 Ameriprise Financial shares in Q1 2026, an estimated $43.4K.
  • Ameriprise Financial made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #140 holding.
  • Optimize Financial first reported a position in Ameriprise Financial in Q4 2024 and has held it in 4 quarters since.
  • Optimize Financial's Ameriprise Financial position peaked at $458K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.