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Spahn Wealth & Retirement’s Ameriprise Financial AMP Stock Holding History

Spahn Wealth & Retirement’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 		$365K Hold
795
– – 0.23% 33
2026
Q1 		$353K Hold
795
– – 0.45% 23
2025
Q4 		$390K Hold
795
– – 0.24% 34
2025
Q3 		$391K Buy
+795
New +$407K 0.23% 34
2025
Q2 		– Sell
-795
Closed -$385K – 35
2025
Q1 		$385K Hold
795
– – 0.28% 29
2024
Q4 		$423K Buy
+795
New +$424K 0.28% 27

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

Spahn Wealth & Retirement's AMP Position: Q2 2026 in Review

Spahn Wealth & Retirement held its Ameriprise Financial (AMP) position steady in Q2 2026 at 795 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #33.

Spahn Wealth & Retirement first reported a position in AMP in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q4 2024. 1,380 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Spahn Wealth & Retirement held 795 shares of Ameriprise Financial worth $365K as of Q2 2026.
  • Spahn Wealth & Retirement left its Ameriprise Financial share count unchanged in Q2 2026.
  • Ameriprise Financial made up 0.23% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #33 holding.
  • Spahn Wealth & Retirement first reported a position in Ameriprise Financial in Q4 2024 and has held it in 6 quarters since.
  • Spahn Wealth & Retirement's Ameriprise Financial position peaked at $423K in Q4 2024.
  • 1,380 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.