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SageView Advisory Group’s Ameriprise Financial AMP Stock Holding History

SageView Advisory Group’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 		$450K Buy
981
+2
+0.2% +$917 0.01% 386
2026
Q1 		$435K Sell
979
-44
-4% -$21.2K 0.02% 377
2025
Q4 		$501K Sell
1,023
-137
-12% -$65K 0.02% 363
2025
Q3 		$570K Buy
1,160
+47
+4% +$24.1K 0.02% 360
2025
Q2 		$577K Buy
1,113
+584
+110% +$289K 0.02% 341
2025
Q1 		$256K Sell
529
-119
-18% -$62.4K 0.01% 513
2024
Q4 		$345K Buy
+648
New +$346K 0.01% 416

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

SageView Advisory Group's AMP Position: Q2 2026 in Review

SageView Advisory Group increased its Ameriprise Financial (AMP) stake by 0.2% in Q2 2026, buying an estimated $917 and bringing the position to 981 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #386.

SageView Advisory Group first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $577K in Q2 2025. 1,389 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • SageView Advisory Group held 981 shares of Ameriprise Financial worth $450K as of Q2 2026.
  • SageView Advisory Group bought 2 Ameriprise Financial shares in Q2 2026, an estimated $917.
  • Ameriprise Financial made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #386 holding.
  • SageView Advisory Group first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Ameriprise Financial position peaked at $577K in Q2 2025.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.