SWP
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Sagespring Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Sagespring Wealth 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 		$608K Buy
1,369
+73
+6% +$35.2K 0.01% 448
2025
Q4 		$636K Buy
1,296
+61
+5% +$28.9K 0.01% 415
2025
Q3 		$606K Sell
1,235
-66
-5% -$33.8K 0.01% 419
2025
Q2 		$694K Buy
1,301
+169
+15% +$83.5K 0.02% 360
2025
Q1 		$548K Buy
1,132
+118
+12% +$61.9K 0.01% 365
2024
Q4 		$540K Buy
+1,014
New +$541K 0.01% 329

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

Sagespring Wealth Partners's AMP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Ameriprise Financial (AMP) stake by 5.6% in Q1 2026, buying an estimated $35.2K and bringing the position to 1,369 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #448.

Sagespring Wealth Partners first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $694K in Q2 2025. 1,384 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Sagespring Wealth Partners held 1,369 shares of Ameriprise Financial worth $608K as of Q1 2026.
  • Sagespring Wealth Partners bought 73 Ameriprise Financial shares in Q1 2026, an estimated $35.2K.
  • Ameriprise Financial made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #448 holding.
  • Sagespring Wealth Partners first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Ameriprise Financial position peaked at $694K in Q2 2025.
  • 1,384 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.