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Sonora Investment Management Group’s Ameriprise Financial AMP Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		– Sell
-380
Closed -$203K – 306
2025
Q2 		$203K Buy
+380
New +$188K 0.02% 270

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sonora Investment Management Group's AMP Position: Q3 2025 in Review

Sonora Investment Management Group sold out of Ameriprise Financial (AMP) in Q3 2025, closing a stake of 380 shares — an estimated $203K sold.

Sonora Investment Management Group first reported a position in AMP in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 1,363 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Sonora Investment Management Group reported no remaining Ameriprise Financial position as of Q3 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 380 Ameriprise Financial shares in Q3 2025, an estimated $203K.
  • Sonora Investment Management Group first reported a position in Ameriprise Financial in Q2 2025 and held it in 1 quarter.
  • Sonora Investment Management Group's Ameriprise Financial position peaked at $203K in Q2 2025.
  • 1,363 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.