Rebalance’s Ameriprise Financial AMP Stock Holding History

Rebalance’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	–	Sell	-453	Closed	-$222K	–	102
2025 Q4	$222K	Sell	453 -19	-4%	-$9.02K	0.01%	101
2025 Q3	$232K	Hold	472	–	–	0.01%	95
2025 Q2	$252K	Hold	472	–	–	0.02%	89
2025 Q1	$229K	Hold	472	–	–	0.02%	90
2024 Q4	$251K	Sell	472 -13	-3%	-$6.94K	0.02%	93
2024 Q3	$228K	Sell	485 -168	-26%	-$72.9K	0.02%	90
2024 Q2	$279K	Buy	653 +13	+2%	+$5.55K	0.02%	78
2024 Q1	$281K	Hold	640	–	–	0.02%	81
2023 Q4	$243K	Hold	640	–	–	0.02%	84
2023 Q3	$211K	Hold	640	–	–	0.02%	74
2023 Q2	$213K	Buy	+640	New	+$197K	0.02%	73
2023 Q1	–	Sell	-640	Closed	-$199K	–	78
2022 Q4	$199K	Buy	+640	New	+$195K	0.02%	76

Other funds holding AMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rebalance's AMP Position: Q1 2026 in Review

Rebalance sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 453 shares — an estimated $222K sold.

Rebalance first reported a position in AMP in Q4 2022 and held it in 12 quarters. The position peaked at $281K in Q1 2024. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

Rebalance reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
Rebalance sold 453 Ameriprise Financial shares in Q1 2026, an estimated $222K.
Rebalance first reported a position in Ameriprise Financial in Q4 2022 and held it in 12 quarters.
Rebalance's Ameriprise Financial position peaked at $281K in Q1 2024.
1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Rebalance's 13F filing for Q1 2026, filed 11 May 2026.