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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
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 $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

Root Financial Partners's AMP Position: Q1 2026 in Review

Root Financial Partners increased its Ameriprise Financial (AMP) stake by 92% in Q1 2026, buying an estimated $189K and bringing the position to 822 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #216.

Root Financial Partners first reported a position in AMP in Q3 2025 and has held it in 3 quarters since. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Root Financial Partners held 822 shares of Ameriprise Financial worth $365K as of Q1 2026.
  • Root Financial Partners bought 393 Ameriprise Financial shares in Q1 2026, an estimated $189K.
  • Ameriprise Financial made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #216 holding.
  • Root Financial Partners first reported a position in Ameriprise Financial in Q3 2025 and has held it in 3 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.