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Sigma Planning Corp’s Ameriprise Financial AMP Stock Holding History

Sigma Planning Corp’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 		– Sell
-430
Closed -$211K – 1316
2025
Q4 		$211K Sell
430
-5
-1% -$2.37K 0.01% 1204
2025
Q3 		$213K Sell
435
-53
-11% -$27.2K 0.01% 1192
2025
Q2 		$260K Sell
488
-1,219
-71% -$602K 0.01% 1047
2025
Q1 		$826K Buy
1,707
+1,255
+278% +$658K 0.03% 547
2024
Q4 		$241K Buy
452
+4
+0.9% +$2.13K 0.01% 1012
2024
Q3 		$210K Sell
448
-32
-7% -$13.9K 0.01% 1114
2024
Q2 		$205K Buy
480
+1
+0.2% +$427 0.01% 1080
2024
Q1 		$210K Buy
+479
New +$192K 0.01% 1119
2023
Q4 		– Sell
-704
Closed -$232K – 852
2023
Q3 		$232K Buy
704
+3
+0.4% +$1.02K 0.01% 1031
2023
Q2 		$233K Buy
701
+38
+6% +$11.7K 0.01% 1035
2023
Q1 		$203K Sell
663
-48
-7% -$15.7K 0.01% 1171
2022
Q4 		$222K Buy
+711
New +$217K 0.01% 1098

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sigma Planning Corp's AMP Position: Q1 2026 in Review

Sigma Planning Corp sold out of Ameriprise Financial (AMP) in Q1 2026, closing a stake of 430 shares — an estimated $211K sold.

Sigma Planning Corp first reported a position in AMP in Q4 2022 and held it in 12 quarters. The position peaked at $826K in Q1 2025. 1,391 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Sigma Planning Corp reported no remaining Ameriprise Financial position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 430 Ameriprise Financial shares in Q1 2026, an estimated $211K.
  • Sigma Planning Corp first reported a position in Ameriprise Financial in Q4 2022 and held it in 12 quarters.
  • Sigma Planning Corp's Ameriprise Financial position peaked at $826K in Q1 2025.
  • 1,391 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.