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Sargent Investment Group’s Ameriprise Financial AMP Stock Holding History

Sargent Investment 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 		$249K Sell
543
-10
-2% -$4.58K 0.03% 241
2026
Q1 		$246K Buy
+553
New +$266K 0.03% 227

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

Sargent Investment Group's AMP Position: Q2 2026 in Review

Sargent Investment Group reduced its Ameriprise Financial (AMP) stake by 1.8% in Q2 2026, selling an estimated $4.58K and leaving 543 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #241.

Sargent Investment Group first reported a position in AMP in Q1 2026 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Sargent Investment Group held 543 shares of Ameriprise Financial worth $249K as of Q2 2026.
  • Sargent Investment Group sold 10 Ameriprise Financial shares in Q2 2026, an estimated $4.58K.
  • Ameriprise Financial made up 0.03% of Sargent Investment Group's portfolio in Q2 2026, its #241 holding.
  • Sargent Investment Group first reported a position in Ameriprise Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.