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Personal CFO Solutions’s Ameriprise Financial AMP Stock Holding History

Personal CFO Solutions’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 		$899K Buy
2,023
+33
+2% +$15.9K 0.13% 142
2025
Q4 		$976K Sell
1,990
-49
-2% -$23.3K 0.16% 127
2025
Q3 		$1M Sell
2,039
-9
-0.4% -$4.61K 0.18% 113
2025
Q2 		$1.09M Sell
2,048
-180
-8% -$88.9K 0.2% 97
2025
Q1 		$1.08M Sell
2,228
-10
-0.4% -$5.25K 0.22% 91
2024
Q4 		$1.19M Sell
2,238
-510
-19% -$272K 0.23% 87
2024
Q3 		$1.29M Buy
2,748
+49
+2% +$21.3K 0.18% 109
2024
Q2 		$1.15M Buy
2,699
+37
+1% +$15.8K 0.18% 110
2024
Q1 		$1.17M Buy
2,662
+9
+0.3% +$3.6K 0.18% 110
2023
Q4 		$1.01M Sell
2,653
-5
-0.2% -$1.72K 0.17% 113
2023
Q3 		$877K Sell
2,658
-72
-3% -$24.6K 0.17% 114
2023
Q2 		$907K Buy
2,730
+40
+1% +$12.3K 0.18% 110
2023
Q1 		$825K Sell
2,690
-78
-3% -$25.6K 0.17% 113
2022
Q4 		$862K Sell
2,768
-126
-4% -$38.4K 0.18% 105
2022
Q3 		$729K Buy
2,894
+239
+9% +$62.9K 0.18% 106
2022
Q2 		$631K Sell
2,655
-323
-11% -$86.5K 0.15% 120
2022
Q1 		$894K Buy
2,978
+253
+9% +$76.5K 0.18% 113
2021
Q4 		$822K Buy
2,725
+1,707
+168% +$505K 0.15% 130
2021
Q3 		$269K Sell
1,018
-200
-16% -$52.3K 0.06% 326
2021
Q2 		$303K Sell
1,218
-102
-8% -$25.7K 0.06% 283
2021
Q1 		$307K Buy
+1,320
New +$285K 0.07% 250

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

Personal CFO Solutions's AMP Position: Q1 2026 in Review

Personal CFO Solutions increased its Ameriprise Financial (AMP) stake by 1.7% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,023 shares worth $899K. The position accounts for 0.13% of the portfolio, ranked #142.

Personal CFO Solutions first reported a position in AMP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.29M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Personal CFO Solutions held 2,023 shares of Ameriprise Financial worth $899K as of Q1 2026.
  • Personal CFO Solutions bought 33 Ameriprise Financial shares in Q1 2026, an estimated $15.9K.
  • Ameriprise Financial made up 0.13% of Personal CFO Solutions's portfolio in Q1 2026, its #142 holding.
  • Personal CFO Solutions first reported a position in Ameriprise Financial in Q1 2021 and has held it in 21 quarters since.
  • Personal CFO Solutions's Ameriprise Financial position peaked at $1.29M in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.