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Sequoia Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Sequoia Financial Advisors’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 		$3.66M Sell
7,978
-737
-8% -$338K 0.02% 417
2026
Q1 		$3.87M Buy
8,715
+268
+3% +$129K 0.02% 383
2025
Q4 		$4.14M Buy
8,447
+1,598
+23% +$758K 0.02% 365
2025
Q3 		$3.36M Sell
6,849
-504
-7% -$258K 0.02% 388
2025
Q2 		$3.92M Sell
7,353
-314
-4% -$155K 0.03% 322
2025
Q1 		$3.71M Buy
7,667
+938
+14% +$492K 0.03% 318
2024
Q4 		$3.58M Buy
6,729
+1,226
+22% +$654K 0.03% 303
2024
Q3 		$2.59M Buy
5,503
+1,952
+55% +$847K 0.03% 317
2024
Q2 		$1.52M Buy
3,551
+305
+9% +$130K 0.02% 390
2024
Q1 		$1.42M Sell
3,246
-4,102
-56% -$1.64M 0.02% 391
2023
Q4 		$2.79M Buy
7,348
+4,426
+151% +$1.52M 0.03% 291
2023
Q3 		$963K Buy
2,922
+165
+6% +$56.3K 0.02% 346
2023
Q2 		$916K Buy
2,757
+248
+10% +$76.2K 0.02% 364
2023
Q1 		$769K Buy
2,509
+375
+18% +$123K 0.02% 364
2022
Q4 		$664K Buy
+2,134
New +$651K 0.02% 374
2022
Q3 		– Sell
-1,091
Closed -$259K – 532
2022
Q2 		$259K Buy
1,091
+35
+3% +$9.38K 0.01% 480
2022
Q1 		$317K Buy
1,056
+171
+19% +$51.7K 0.01% 483
2021
Q4 		$267K Buy
+885
New +$262K 0.01% 466
2020
Q1 		– Sell
-1,209
Closed -$201K – 368
2019
Q4 		$201K Buy
+1,209
New +$187K 0.01% 363

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

Sequoia Financial Advisors's AMP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ameriprise Financial (AMP) stake by 8.5% in Q2 2026, selling an estimated $338K and leaving 7,978 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #417.

Sequoia Financial Advisors first reported a position in AMP in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.14M in Q4 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Sequoia Financial Advisors held 7,978 shares of Ameriprise Financial worth $3.66M as of Q2 2026.
  • Sequoia Financial Advisors sold 737 Ameriprise Financial shares in Q2 2026, an estimated $338K.
  • Ameriprise Financial made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #417 holding.
  • Sequoia Financial Advisors first reported a position in Ameriprise Financial in Q4 2019 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's Ameriprise Financial position peaked at $4.14M in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.