Roble Belko & Company’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $138K | Hold |
310
| – | – | 0.02% | 155 |
|
|
2025
Q4 | $152K | Buy |
310
+241
| +349% | +$114K | 0.02% | 140 |
|
|
2025
Q3 | $34K | Hold |
69
| – | – | ﹤0.01% | 193 |
|
|
2025
Q2 | $37K | Hold |
69
| – | – | 0.01% | 193 |
|
|
2025
Q1 | $33K | Hold |
69
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $37K | Hold |
69
| – | – | 0.01% | 184 |
|
|
2024
Q3 | $32K | Hold |
69
| – | – | 0.01% | 187 |
|
|
2024
Q2 | $29K | Hold |
69
| – | – | ﹤0.01% | 193 |
|
|
2024
Q1 | $30K | Hold |
69
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $26K | Hold |
69
| – | – | ﹤0.01% | 186 |
|
|
2023
Q3 | $23K | Hold |
69
| – | – | ﹤0.01% | 176 |
|
|
2023
Q2 | $23K | Hold |
69
| – | – | ﹤0.01% | 180 |
|
|
2023
Q1 | $21K | Hold |
69
| – | – | ﹤0.01% | 196 |
|
|
2022
Q4 | $21K | Hold |
69
| – | – | ﹤0.01% | 204 |
|
|
2022
Q3 | $17K | Hold |
69
| – | – | ﹤0.01% | 208 |
|
|
2022
Q2 | $16K | Hold |
69
| – | – | ﹤0.01% | 218 |
|
|
2022
Q1 | $21K | Hold |
69
| – | – | ﹤0.01% | 232 |
|
|
2021
Q4 | $21K | Sell |
69
-8
| -10% | -$2.37K | ﹤0.01% | 212 |
|
|
2021
Q3 | $20K | Hold |
77
| – | – | ﹤0.01% | 202 |
|
|
2021
Q2 | $19K | Hold |
77
| – | – | ﹤0.01% | 219 |
|
|
2021
Q1 | $18K | Buy |
77
+8
| +12% | +$1.73K | ﹤0.01% | 216 |
|
|
2020
Q4 | $13K | Hold |
69
| – | – | ﹤0.01% | 224 |
|
|
2020
Q3 | $11K | Hold |
69
| – | – | ﹤0.01% | 231 |
|
|
2020
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 251 |
|
|
2020
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 265 |
|
|
2019
Q4 | $11K | Hold |
69
| – | – | ﹤0.01% | 254 |
|
|
2019
Q3 | $10K | Hold |
69
| – | – | ﹤0.01% | 257 |
|
|
2019
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 254 |
|
|
2019
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 228 |
|
|
2018
Q4 | $7K | Hold |
69
| – | – | ﹤0.01% | 229 |
|
|
2018
Q3 | $10K | Hold |
69
| – | – | ﹤0.01% | 214 |
|
|
2018
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 223 |
|
|
2018
Q1 | $10K | Hold |
69
| – | – | ﹤0.01% | 226 |
|
|
2017
Q4 | $12K | Hold |
69
| – | – | ﹤0.01% | 206 |
|
|
2017
Q3 | $10K | Hold |
69
| – | – | ﹤0.01% | 184 |
|
|
2017
Q2 | $9K | Hold |
69
| – | – | ﹤0.01% | 195 |
|
|
2017
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 203 |
|
|
2016
Q4 | $8K | Sell |
69
-80
| -54% | -$8.45K | ﹤0.01% | 220 |
|
|
2016
Q3 | $15K | Buy |
+149
| New | +$14.4K | 0.01% | 181 |
|
Other funds holding AMP
VCM
VPM
N
Roble Belko & Company's AMP Position: Q1 2026 in Review
Roble Belko & Company held its Ameriprise Financial (AMP) position steady in Q1 2026 at 310 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #155.
Roble Belko & Company first reported a position in AMP in Q3 2016 and has held it in 39 quarters since. The position peaked at $152K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Roble Belko & Company held 310 shares of Ameriprise Financial worth $138K as of Q1 2026.
- Roble Belko & Company left its Ameriprise Financial share count unchanged in Q1 2026.
- Ameriprise Financial made up 0.02% of Roble Belko & Company's portfolio in Q1 2026, its #155 holding.
- Roble Belko & Company first reported a position in Ameriprise Financial in Q3 2016 and has held it in 39 quarters since.
- Roble Belko & Company's Ameriprise Financial position peaked at $152K in Q4 2025.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.