ORG Partners’s Ameriprise Financial AMP Stock Holding History

ORG Partners’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
2025 Q4	$4.9K	Sell	10 -3	-23%	-$1.42K	﹤0.01%	1226
2025 Q3	$6.39K	Buy	13 +5	+63%	+$2.56K	﹤0.01%	1075
2025 Q2	$4.31K	Buy	+8	New	+$3.95K	﹤0.01%	1078
2025 Q1	–	Sell	-481	Closed	-$256K	–	1407
2024 Q4	$256K	Buy	481 +1	+0.2%	+$534	0.03%	280
2024 Q3	$226K	Hold	480	–	–	0.04%	267
2024 Q2	$205K	Buy	+480	New	+$205K	0.03%	420
2024 Q1	–	Sell	-480	Closed	-$182K	–	567
2023 Q4	$182K	Hold	480	–	–	0.03%	306
2023 Q3	$158K	Hold	480	–	–	0.05%	322
2023 Q2	$161K	Buy	+480	New	+$148K	0.03%	415

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ORG Partners's AMP Position: Q4 2025 in Review

ORG Partners reduced its Ameriprise Financial (AMP) stake by 23% in Q4 2025, selling an estimated $1.42K and leaving 10 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

ORG Partners first reported a position in AMP in Q2 2023 and has held it in 9 quarters since. The position peaked at $256K in Q4 2024. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

ORG Partners held 10 shares of Ameriprise Financial worth $4.9K as of Q4 2025.
ORG Partners sold 3 Ameriprise Financial shares in Q4 2025, an estimated $1.42K.
Ameriprise Financial made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1226 holding.
ORG Partners first reported a position in Ameriprise Financial in Q2 2023 and has held it in 9 quarters since.
ORG Partners's Ameriprise Financial position peaked at $256K in Q4 2024.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.