QFW
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QTR Family Wealth’s Ameriprise Financial AMP Stock Holding History

QTR Family Wealth’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 		$260K Sell
563
-8
-1% -$3.85K 0.11% 221
2025
Q4 		$289K Buy
+571
New +$271K 0.13% 189

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

QTR Family Wealth's AMP Position: Q1 2026 in Review

QTR Family Wealth reduced its Ameriprise Financial (AMP) stake by 1.4% in Q1 2026, selling an estimated $3.85K and leaving 563 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #221.

QTR Family Wealth first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $289K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • QTR Family Wealth held 563 shares of Ameriprise Financial worth $260K as of Q1 2026.
  • QTR Family Wealth sold 8 Ameriprise Financial shares in Q1 2026, an estimated $3.85K.
  • Ameriprise Financial made up 0.11% of QTR Family Wealth's portfolio in Q1 2026, its #221 holding.
  • QTR Family Wealth first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • QTR Family Wealth's Ameriprise Financial position peaked at $289K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.