Rise Advisors’s Ameriprise Financial AMP Stock Holding History

Rise 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
2025 Q4	–	Sell	-55	Closed	-$27K	–	170
2025 Q3	$27K	Hold	55	–	–	0.01%	427
2025 Q2	$29.2K	Buy	55 +1	+2%	+$494	0.01%	355
2025 Q1	$25.9K	Buy	54 +17	+46%	+$8.92K	0.01%	372
2024 Q4	$19.9K	Hold	37	–	–	0.01%	660
2024 Q3	$17.6K	Hold	37	–	–	0.01%	772
2024 Q2	$15.9K	Hold	37	–	–	0.01%	793
2024 Q1	$16.3K	Buy	+37	New	+$14.8K	0.01%	805
2023 Q2	–	Sell	-4	Closed	-$1.23K	–	683
2023 Q1	$1.23K	Buy	+4	New	+$1.31K	﹤0.01%	635

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Rise Advisors's AMP Position: Q4 2025 in Review

Rise Advisors sold out of Ameriprise Financial (AMP) in Q4 2025, closing a stake of 55 shares — an estimated $27K sold.

Rise Advisors first reported a position in AMP in Q1 2023 and held it in 8 quarters. The position peaked at $29.2K in Q2 2025. 1,424 funds tracked by Wall St. Rank hold AMP as of Q4 2025.

Rise Advisors reported no remaining Ameriprise Financial position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 55 Ameriprise Financial shares in Q4 2025, an estimated $27K.
Rise Advisors first reported a position in Ameriprise Financial in Q1 2023 and held it in 8 quarters.
Rise Advisors's Ameriprise Financial position peaked at $29.2K in Q2 2025.
1,424 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.