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Soltis Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Soltis Investment 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 		$262K Buy
571
+46
+9% +$21.1K 0.01% 541
2026
Q1 		$233K Buy
525
+63
+14% +$30.4K 0.01% 512
2025
Q4 		$227K Buy
+462
New +$219K 0.01% 474

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

Soltis Investment Advisors's AMP Position: Q2 2026 in Review

Soltis Investment Advisors increased its Ameriprise Financial (AMP) stake by 8.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 571 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #541.

Soltis Investment Advisors first reported a position in AMP in Q4 2025 and has held it in 3 quarters since. 1,392 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Soltis Investment Advisors held 571 shares of Ameriprise Financial worth $262K as of Q2 2026.
  • Soltis Investment Advisors bought 46 Ameriprise Financial shares in Q2 2026, an estimated $21.1K.
  • Ameriprise Financial made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #541 holding.
  • Soltis Investment Advisors first reported a position in Ameriprise Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.