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Stephens Inc’s Ameriprise Financial AMP Stock Holding History

Stephens Inc’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
Q1 		$594K Sell
1,336
-31
-2% -$14.9K 0.01% 802
2025
Q4 		$670K Buy
1,367
+2
+0.1% +$949 0.01% 747
2025
Q3 		$671K Sell
1,365
-416
-23% -$213K 0.01% 761
2025
Q2 		$951K Sell
1,781
-391
-18% -$193K 0.01% 636
2025
Q1 		$1.05M Sell
2,172
-17
-0.8% -$8.92K 0.02% 606
2024
Q4 		$1.17M Buy
2,189
+44
+2% +$23.5K 0.02% 571
2024
Q3 		$1.01M Buy
2,145
+94
+5% +$40.8K 0.01% 603
2024
Q2 		$876K Buy
2,051
+180
+10% +$76.9K 0.01% 629
2024
Q1 		$820K Sell
1,871
-16
-0.8% -$6.41K 0.01% 637
2023
Q4 		$717K Buy
1,887
+186
+11% +$63.8K 0.01% 626
2023
Q3 		$561K Buy
1,701
+170
+11% +$58K 0.01% 686
2023
Q2 		$509K Buy
1,531
+243
+19% +$74.7K 0.01% 733
2023
Q1 		$395K Buy
1,288
+156
+14% +$51.1K 0.01% 788
2022
Q4 		$352K Buy
1,132
+71
+7% +$21.7K 0.01% 811
2022
Q3 		$267K Buy
1,061
+158
+17% +$41.6K 0.01% 927
2022
Q2 		$215K Hold
903
– – ﹤0.01% 1048
2022
Q1 		$271K Sell
903
-585
-39% -$177K ﹤0.01% 1051
2021
Q4 		$449K Buy
1,488
+545
+58% +$161K 0.01% 886
2021
Q3 		$249K Buy
943
+40
+4% +$10.5K ﹤0.01% 1123
2021
Q2 		$225K Sell
903
-204
-18% -$51.4K ﹤0.01% 1160
2021
Q1 		$257K Hold
1,107
– – ﹤0.01% 1064
2020
Q4 		$215K Buy
+1,107
New +$198K ﹤0.01% 1057
2020
Q3 		– Sell
-1,595
Closed -$239K – 1182
2020
Q2 		$239K Buy
+1,595
New +$204K 0.01% 910
2020
Q1 		– Sell
-1,603
Closed -$267K – 1108
2019
Q4 		$267K Sell
1,603
-115
-7% -$17.8K 0.01% 909
2019
Q3 		$253K Buy
+1,718
New +$241K 0.01% 971
2019
Q2 		– Sell
-2,264
Closed -$290K – 1178
2019
Q1 		$290K Sell
2,264
-146
-6% -$18.1K 0.01% 930
2018
Q4 		$252K Sell
2,410
-1,635
-40% -$205K 0.01% 912
2018
Q3 		$597K Buy
4,045
+67
+2% +$9.59K 0.01% 727
2018
Q2 		$556K Buy
3,978
+109
+3% +$15.4K 0.02% 583
2018
Q1 		$572K Sell
3,869
-2,752
-42% -$449K 0.02% 477
2017
Q4 		$1.12M Buy
6,621
+581
+10% +$93.1K 0.04% 351
2017
Q3 		$897K Sell
6,040
-324
-5% -$45.2K 0.03% 389
2017
Q2 		$810K Sell
6,364
-54
-0.8% -$6.86K 0.03% 476
2017
Q1 		$832K Buy
6,418
+2,636
+70% +$326K 0.03% 457
2016
Q4 		$420K Sell
3,782
-135
-3% -$14.3K 0.02% 536
2016
Q3 		$391K Sell
3,917
-71
-2% -$6.88K 0.02% 558
2016
Q2 		$358K Buy
3,988
+956
+32% +$92.4K 0.02% 562
2016
Q1 		$285K Buy
3,032
+484
+19% +$43.4K 0.01% 553
2015
Q4 		$271K Sell
2,548
-119
-4% -$13.3K 0.01% 565
2015
Q3 		$291K Sell
2,667
-1,268
-32% -$150K 0.02% 555
2015
Q2 		$492K Buy
3,935
+1,110
+39% +$141K 0.02% 501
2015
Q1 		$370K Buy
2,825
+237
+9% +$31.2K 0.02% 565
2014
Q4 		$342K Buy
+2,588
New +$327K 0.02% 589

Other funds holding AMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Inc's AMP Position: Q1 2026 in Review

Stephens Inc reduced its Ameriprise Financial (AMP) stake by 2.3% in Q1 2026, selling an estimated $14.9K and leaving 1,336 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #802.

Stephens Inc first reported a position in AMP in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.17M in Q4 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Stephens Inc held 1,336 shares of Ameriprise Financial worth $594K as of Q1 2026.
  • Stephens Inc sold 31 Ameriprise Financial shares in Q1 2026, an estimated $14.9K.
  • Ameriprise Financial made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #802 holding.
  • Stephens Inc first reported a position in Ameriprise Financial in Q4 2014 and has held it in 43 quarters since.
  • Stephens Inc's Ameriprise Financial position peaked at $1.17M in Q4 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.