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Quantum Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Quantum Financial Advisors’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 		$467K Buy
1,018
+1
+0.1% +$458 0.05% 129
2026
Q1 		$452K Sell
1,017
-1
-0.1% -$482 0.05% 114
2025
Q4 		$499K Sell
1,018
-162
-14% -$76.9K 0.06% 110
2025
Q3 		$579K Hold
1,180
– – 0.07% 89
2025
Q2 		$630K Hold
1,180
– – 0.09% 84
2025
Q1 		$571K Hold
1,180
– – 0.09% 87
2024
Q4 		$628K Hold
1,180
– – 0.1% 81
2024
Q3 		$554K Buy
1,180
+620
+111% +$269K 0.09% 89
2024
Q2 		$239K Hold
560
– – 0.04% 139
2024
Q1 		$245K Hold
560
– – 0.05% 143
2023
Q4 		$213K Buy
+560
New +$192K 0.05% 114

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

Quantum Financial Advisors's AMP Position: Q2 2026 in Review

Quantum Financial Advisors increased its Ameriprise Financial (AMP) stake by 0.1% in Q2 2026, buying an estimated $458 and bringing the position to 1,018 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #129.

Quantum Financial Advisors first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $630K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Quantum Financial Advisors held 1,018 shares of Ameriprise Financial worth $467K as of Q2 2026.
  • Quantum Financial Advisors bought 1 Ameriprise Financial share in Q2 2026, an estimated $458.
  • Ameriprise Financial made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Quantum Financial Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • Quantum Financial Advisors's Ameriprise Financial position peaked at $630K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.