RFP
AMP icon

Root Financial Partners’s Ameriprise Financial AMP Stock Holding History

Root Financial Partners’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 		$250K Sell
546
-276
-34% -$127K 0.01% 328
2026
Q1 		$365K Buy
822
+393
+92% +$189K 0.02% 216
2025
Q4 		$210K Buy
429
+4
+0.9% +$1.9K 0.01% 287
2025
Q3 		$209K Buy
+425
New +$218K 0.01% 273

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

Root Financial Partners's AMP Position: Q2 2026 in Review

Root Financial Partners reduced its Ameriprise Financial (AMP) stake by 34% in Q2 2026, selling an estimated $127K and leaving 546 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #328.

Root Financial Partners first reported a position in AMP in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q1 2026. 1,387 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Root Financial Partners held 546 shares of Ameriprise Financial worth $250K as of Q2 2026.
  • Root Financial Partners sold 276 Ameriprise Financial shares in Q2 2026, an estimated $127K.
  • Ameriprise Financial made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #328 holding.
  • Root Financial Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Ameriprise Financial position peaked at $365K in Q1 2026.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.