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Sage Mountain Advisors’s Ameriprise Financial AMP Stock Holding History

Sage Mountain 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 		– Sell
-1,136
Closed -$557K – 300
2025
Q4 		$557K Sell
1,136
-139
-11% -$66K 0.03% 253
2025
Q3 		$626K Sell
1,275
-122
-9% -$62.5K 0.04% 226
2025
Q2 		$745K Sell
1,397
-41
-3% -$20.3K 0.05% 181
2025
Q1 		$696K Sell
1,438
-6
-0.4% -$3.15K 0.05% 169
2024
Q4 		$769K Sell
1,444
-413
-22% -$220K 0.06% 153
2024
Q3 		$872K Buy
1,857
+688
+59% +$298K 0.07% 126
2024
Q2 		$499K Buy
1,169
+50
+4% +$21.4K 0.05% 174
2024
Q1 		$491K Buy
1,119
+68
+6% +$27.2K 0.05% 163
2023
Q4 		$399K Sell
1,051
-389
-27% -$133K 0.05% 156
2023
Q3 		$475K Hold
1,440
– – 0.07% 118
2023
Q2 		$478K Buy
1,440
+403
+39% +$124K 0.07% 118
2023
Q1 		$318K Buy
+1,037
New +$340K 0.05% 162
2022
Q2 		– Sell
-709
Closed -$213K – 616
2022
Q1 		$213K Sell
709
-147
-17% -$44.5K 0.03% 447
2021
Q4 		$258K Buy
856
+10
+1% +$2.96K 0.03% 469
2021
Q3 		$223K Sell
846
-3
-0.4% -$785 0.03% 418
2021
Q2 		$211K Buy
+849
New +$214K 0.03% 383

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

Sage Mountain Advisors's AMP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 1,136 shares — an estimated $557K sold.

Sage Mountain Advisors first reported a position in AMP in Q2 2021 and held it in 16 quarters. The position peaked at $872K in Q3 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,136 Ameriprise Financial shares in Q1 2026, an estimated $557K.
  • Sage Mountain Advisors first reported a position in Ameriprise Financial in Q2 2021 and held it in 16 quarters.
  • Sage Mountain Advisors's Ameriprise Financial position peaked at $872K in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.