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
Q2 		$468K Sell
1,021
-3
-0.3% -$1.38K 0.17% 168
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 – 226
2024
Q4 		$395K Buy
+742
New +$396K 0.3% 98

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

Optimize Financial's AMP Position: Q2 2026 in Review

Optimize Financial reduced its Ameriprise Financial (AMP) stake by 0.29% in Q2 2026, selling an estimated $1.38K and leaving 1,021 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #168.

Optimize Financial first reported a position in AMP in Q4 2024 and has held it in 5 quarters since. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Optimize Financial held 1,021 shares of Ameriprise Financial worth $468K as of Q2 2026.
  • Optimize Financial sold 3 Ameriprise Financial shares in Q2 2026, an estimated $1.38K.
  • Ameriprise Financial made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #168 holding.
  • Optimize Financial first reported a position in Ameriprise Financial in Q4 2024 and has held it in 5 quarters since.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.