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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
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 $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

Savvy Advisors Inc's AMP Position: Q1 2026 in Review

Savvy Advisors Inc increased its Ameriprise Financial (AMP) stake by 43% in Q1 2026, buying an estimated $231K and bringing the position to 1,605 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #539.

Savvy Advisors Inc first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Savvy Advisors Inc held 1,605 shares of Ameriprise Financial worth $713K as of Q1 2026.
  • Savvy Advisors Inc bought 479 Ameriprise Financial shares in Q1 2026, an estimated $231K.
  • Ameriprise Financial made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #539 holding.
  • Savvy Advisors Inc first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

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