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Regimen Wealth’s Ameriprise Financial AMP Stock Holding History

Regimen 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
2025
Q3 		– Sell
-527
Closed -$281K – 76
2025
Q2 		$281K Buy
527
+2
+0.4% +$988 0.09% 67
2025
Q1 		$254K Buy
525
+64
+14% +$33.6K 0.08% 59
2024
Q4 		$245K Buy
461
+2
+0.4% +$1.07K 0.08% 55
2024
Q3 		$216K Buy
+459
New +$199K 0.07% 62
2024
Q2 		– Sell
-456
Closed -$200K – 63
2024
Q1 		$200K Buy
+456
New +$183K 0.07% 63

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

Regimen Wealth's AMP Position: Q3 2025 in Review

Regimen Wealth sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 527 shares — an estimated $281K sold.

Regimen Wealth first reported a position in AMP in Q1 2024 and held it in 5 quarters. The position peaked at $281K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Regimen Wealth reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Regimen Wealth sold 527 Ameriprise Financial shares in Q3 2025, an estimated $281K.
  • Regimen Wealth first reported a position in Ameriprise Financial in Q1 2024 and held it in 5 quarters.
  • Regimen Wealth's Ameriprise Financial position peaked at $281K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Regimen Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.