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Sowell Financial Services’s Ameriprise Financial AMP Stock Holding History

Sowell Financial Services’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 		$423K Buy
922
+89
+11% +$40.8K 0.01% 716
2026
Q1 		$370K Sell
833
-323
-28% -$156K 0.01% 755
2025
Q4 		$567K Sell
1,156
-49
-4% -$23.3K 0.02% 604
2025
Q3 		$592K Sell
1,205
-34
-3% -$17.4K 0.02% 589
2025
Q2 		$661K Buy
1,239
+3
+0.2% +$1.48K 0.03% 537
2025
Q1 		$598K Buy
+1,236
New +$648K 0.03% 541
2023
Q2 		– Sell
-735
Closed -$225K – 565
2023
Q1 		$225K Buy
+735
New +$241K 0.02% 662
2021
Q2 		– Sell
-1,107
Closed -$292K – 607
2021
Q1 		$292K Buy
1,107
+559
+102% +$121K 0.01% 861
2020
Q4 		$106K Buy
548
+335
+157% +$60K ﹤0.01% 1128
2020
Q3 		$33K Sell
213
-4
-2% -$616 ﹤0.01% 1347
2020
Q2 		$33K Sell
217
-71
-25% -$9.1K ﹤0.01% 1297
2020
Q1 		$29K Buy
288
+55
+24% +$8.15K ﹤0.01% 1251
2019
Q4 		$39K Sell
233
-101
-30% -$15.7K ﹤0.01% 1221
2019
Q3 		$49K Buy
+334
New +$46.8K ﹤0.01% 1002
2017
Q1 		– Sell
-74
Closed -$10K – 267
2016
Q4 		$10K Buy
+74
New +$7.82K ﹤0.01% 481

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

Sowell Financial Services's AMP Position: Q2 2026 in Review

Sowell Financial Services increased its Ameriprise Financial (AMP) stake by 11% in Q2 2026, buying an estimated $40.8K and bringing the position to 922 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #716.

Sowell Financial Services first reported a position in AMP in Q4 2016 and has held it in 15 quarters since. The position peaked at $661K in Q2 2025. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Sowell Financial Services held 922 shares of Ameriprise Financial worth $423K as of Q2 2026.
  • Sowell Financial Services bought 89 Ameriprise Financial shares in Q2 2026, an estimated $40.8K.
  • Ameriprise Financial made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #716 holding.
  • Sowell Financial Services first reported a position in Ameriprise Financial in Q4 2016 and has held it in 15 quarters since.
  • Sowell Financial Services's Ameriprise Financial position peaked at $661K in Q2 2025.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.