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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
Q2 		$661K Buy
1,441
+2
+0.1% +$917 0.34% 45
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

ROI Financial Advisors's AMP Position: Q2 2026 in Review

ROI Financial Advisors increased its Ameriprise Financial (AMP) stake by 0.14% in Q2 2026, buying an estimated $917 and bringing the position to 1,441 shares worth $661K. The position accounts for 0.34% of the portfolio, ranked #45.

ROI Financial Advisors first reported a position in AMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $722K in Q4 2025. 1,388 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • ROI Financial Advisors held 1,441 shares of Ameriprise Financial worth $661K as of Q2 2026.
  • ROI Financial Advisors bought 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up 0.34% of ROI Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • ROI Financial Advisors first reported a position in Ameriprise Financial in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Ameriprise Financial position peaked at $722K in Q4 2025.
  • 1,388 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.