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ROI Financial Advisors’s Ameriprise Financial AMP Stock Holding History

ROI Financial 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 		$640K Sell
1,439
-33
-2% -$15.9K 0.38% 44
2025
Q4 		$722K Buy
1,472
+8
+0.5% +$3.8K 0.41% 38
2025
Q3 		$719K Buy
1,464
+123
+9% +$63K 0.43% 39
2025
Q2 		$716K Buy
1,341
+134
+11% +$66.2K 0.45% 37
2025
Q1 		$584K Buy
1,207
+186
+18% +$97.5K 0.42% 38
2024
Q4 		$543K Buy
1,021
+38
+4% +$20.3K 0.37% 40
2024
Q3 		$462K Buy
983
+160
+19% +$69.4K 0.32% 44
2024
Q2 		$352K Buy
823
+78
+10% +$33.3K 0.26% 48
2024
Q1 		$327K Buy
745
+60
+9% +$24K 0.26% 49
2023
Q4 		$260K Buy
+685
New +$235K 0.22% 54

Other funds holding AMP

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ROI Financial Advisors's AMP Position: Q1 2026 in Review

ROI Financial Advisors reduced its Ameriprise Financial (AMP) stake by 2.2% in Q1 2026, selling an estimated $15.9K and leaving 1,439 shares worth $640K. The position accounts for 0.38% of the portfolio, ranked #44.

ROI Financial Advisors first reported a position in AMP in Q4 2023 and has held it in 10 quarters since. The position peaked at $722K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • ROI Financial Advisors held 1,439 shares of Ameriprise Financial worth $640K as of Q1 2026.
  • ROI Financial Advisors sold 33 Ameriprise Financial shares in Q1 2026, an estimated $15.9K.
  • Ameriprise Financial made up 0.38% of ROI Financial Advisors's portfolio in Q1 2026, its #44 holding.
  • ROI Financial Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Ameriprise Financial position peaked at $722K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.