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Private Client Services’s Ameriprise Financial AMP Stock Holding History

Private Client Services’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
Q3 		– Sell
-441
Closed -$235K – 198
2025
Q2 		$235K Sell
441
-36
-8% -$17.8K 0.09% 181
2025
Q1 		$231K Buy
477
+1
+0.2% +$524 0.11% 166
2024
Q4 		$254K Hold
476
– – 0.14% 144
2024
Q3 		$224K Sell
476
-22
-4% -$9.54K 0.12% 156
2024
Q2 		$213K Buy
+498
New +$213K 0.13% 129

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Client Services's AMP Position: Q3 2025 in Review

Private Client Services sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 441 shares — an estimated $235K sold.

Private Client Services first reported a position in AMP in Q2 2024 and held it in 5 quarters. The position peaked at $254K in Q4 2024. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Private Client Services reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Private Client Services sold 441 Ameriprise Financial shares in Q3 2025, an estimated $235K.
  • Private Client Services first reported a position in Ameriprise Financial in Q2 2024 and held it in 5 quarters.
  • Private Client Services's Ameriprise Financial position peaked at $254K in Q4 2024.
  • 1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Private Client Services's 13F filing for Q3 2025, filed 14 Oct 2025.