River Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

River Wealth 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 Q1	$224K	Buy	503 +3	+0.6%	+$1.45K	0.03%	196
2025 Q4	$245K	Sell	500 -17	-3%	-$8.07K	0.03%	192
2025 Q3	$254K	Buy	517 +1	+0.2%	+$513	0.03%	189
2025 Q2	$275K	Hold	516	–	–	0.03%	184
2025 Q1	$250K	Sell	516 -3	-0.6%	-$1.57K	0.03%	186
2024 Q4	$276K	Sell	519 -101	-16%	-$53.9K	0.04%	185
2024 Q3	$291K	Sell	620 -9	-1%	-$3.9K	0.04%	181
2024 Q2	$269K	Buy	629 +130	+26%	+$55.5K	0.04%	175
2024 Q1	$219K	Sell	499 -138	-22%	-$55.3K	0.03%	195
2023 Q4	$242K	Buy	+637	New	+$218K	0.04%	186
2022 Q2	–	Sell	-689	Closed	-$207K	–	214
2022 Q1	$207K	Buy	+689	New	+$208K	0.03%	218
2018 Q4	–	Sell	-16	Closed	-$2K	–	539
2018 Q3	$2K	Buy	+16	New	+$2.29K	﹤0.01%	535

Other funds holding AMP

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

River Wealth Advisors's AMP Position: Q1 2026 in Review

River Wealth Advisors increased its Ameriprise Financial (AMP) stake by 0.6% in Q1 2026, buying an estimated $1.45K and bringing the position to 503 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #196.

River Wealth Advisors first reported a position in AMP in Q3 2018 and has held it in 12 quarters since. The position peaked at $291K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

River Wealth Advisors held 503 shares of Ameriprise Financial worth $224K as of Q1 2026.
River Wealth Advisors bought 3 Ameriprise Financial shares in Q1 2026, an estimated $1.45K.
Ameriprise Financial made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #196 holding.
River Wealth Advisors first reported a position in Ameriprise Financial in Q3 2018 and has held it in 12 quarters since.
River Wealth Advisors's Ameriprise Financial position peaked at $291K in Q3 2024.
1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.