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SOA Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

SOA Wealth 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 		$4.44M Sell
9,686
-86
-0.9% -$39.4K 0.75% 28
2026
Q1 		$4.34M Buy
9,772
+6
+0.1% +$2.89K 0.82% 28
2025
Q4 		$4.79M Sell
9,766
-265
-3% -$126K 0.81% 28
2025
Q3 		$4.93M Buy
10,031
+5
+0% +$2.56K 0.84% 27
2025
Q2 		$5.35M Buy
10,026
+187
+2% +$92.4K 1.01% 22
2025
Q1 		$4.76M Sell
9,839
-10
-0.1% -$5.25K 0.99% 22
2024
Q4 		$5.24M Sell
9,849
-44
-0.4% -$23.5K 0.97% 23
2024
Q3 		$4.65M Buy
9,893
+6
+0.1% +$2.6K 0.89% 25
2024
Q2 		$4.22M Sell
9,887
-44
-0.4% -$18.8K 0.85% 26
2024
Q1 		$4.35M Buy
9,931
+172
+2% +$68.9K 0.9% 24
2023
Q4 		$3.71M Sell
9,759
-168
-2% -$57.6K 0.83% 28
2023
Q3 		$3.27M Buy
9,927
+8
+0.1% +$2.73K 0.81% 27
2023
Q2 		$3.29M Sell
9,919
-4
-0% -$1.23K 0.77% 28
2023
Q1 		$3.04M Buy
9,923
+172
+2% +$56.4K 0.75% 29
2022
Q4 		$3.04M Buy
9,751
+8
+0.1% +$2.44K 0.82% 29
2022
Q3 		$2.45M Buy
9,743
+20
+0.2% +$5.26K 0.74% 35
2022
Q2 		$2.31M Buy
9,723
+1,572
+19% +$421K 0.68% 37
2022
Q1 		$2.45M Sell
8,151
-156
-2% -$47.2K 0.6% 43
2021
Q4 		$2.51M Sell
8,307
-261
-3% -$77.2K 0.61% 44
2021
Q3 		$2.26M Buy
8,568
+522
+6% +$137K 0.58% 47
2021
Q2 		$2M Buy
8,046
+1,545
+24% +$389K 0.51% 48
2021
Q1 		$1.51M Buy
6,501
+7
+0.1% +$1.51K 0.42% 56
2020
Q4 		$1.4M Buy
+6,494
New +$1.16M 0.38% 53

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

SOA Wealth Advisors's AMP Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 0.88% in Q2 2026, selling an estimated $39.4K and leaving 9,686 shares worth $4.44M. The position accounts for 0.75% of the portfolio, ranked #28.

SOA Wealth Advisors first reported a position in AMP in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.35M in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • SOA Wealth Advisors held 9,686 shares of Ameriprise Financial worth $4.44M as of Q2 2026.
  • SOA Wealth Advisors sold 86 Ameriprise Financial shares in Q2 2026, an estimated $39.4K.
  • Ameriprise Financial made up 0.75% of SOA Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • SOA Wealth Advisors first reported a position in Ameriprise Financial in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Ameriprise Financial position peaked at $5.35M in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.