Root Financial Partners
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
Q3 		$346K Buy
702
+156
+29% +$83.8K 0.01% 292
2026
Q2 		$250K Sell
546
-276
-34% -$126K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's AMP Position: Q3 2026 in Review

Root Financial Partners increased its Ameriprise Financial (AMP) stake by 29% in Q3 2026, buying an estimated $83.8K and bringing the position to 702 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #292.

Root Financial Partners first reported a position in AMP in Q3 2025 and has held it in 5 quarters since. The position peaked at $365K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold AMP as of Q3 2026.

  • Root Financial Partners held 702 shares of Ameriprise Financial worth $346K as of Q3 2026.
  • Root Financial Partners bought 156 Ameriprise Financial shares in Q3 2026, an estimated $83.8K.
  • Ameriprise Financial made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #292 holding.
  • Root Financial Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Ameriprise Financial position peaked at $365K in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.