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Savvy Advisors Inc’s Ameriprise Financial AMP Stock Holding History

Savvy Advisors Inc’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 		$507K Sell
1,105
-500
-31% -$229K 0.01% 769
2026
Q1 		$713K Buy
1,605
+479
+43% +$231K 0.02% 539
2025
Q4 		$552K Buy
1,126
+235
+26% +$112K 0.02% 537
2025
Q3 		$438K Buy
891
+41
+5% +$21K 0.02% 471
2025
Q2 		$454K Buy
850
+393
+86% +$194K 0.03% 377
2025
Q1 		$221K Buy
457
+42
+10% +$22K 0.02% 470
2024
Q4 		$221K Buy
+415
New +$221K 0.03% 407

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's AMP Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Ameriprise Financial (AMP) stake by 31% in Q2 2026, selling an estimated $229K and leaving 1,105 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #769.

Savvy Advisors Inc first reported a position in AMP in Q4 2024 and has held it in 7 quarters since. The position peaked at $713K in Q1 2026. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Savvy Advisors Inc held 1,105 shares of Ameriprise Financial worth $507K as of Q2 2026.
  • Savvy Advisors Inc sold 500 Ameriprise Financial shares in Q2 2026, an estimated $229K.
  • Ameriprise Financial made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #769 holding.
  • Savvy Advisors Inc first reported a position in Ameriprise Financial in Q4 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Ameriprise Financial position peaked at $713K in Q1 2026.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.