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Steward Partners Investment Advisory’s Ameriprise Financial AMP Stock Holding History

Steward Partners Investment Advisory’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 		$1.9M Buy
4,270
+995
+30% +$479K 0.01% 879
2025
Q4 		$1.61M Buy
3,275
+47
+1% +$22.3K 0.01% 876
2025
Q3 		$1.59M Buy
3,228
+56
+2% +$28.7K 0.01% 856
2025
Q2 		$1.69M Buy
3,172
+6
+0.2% +$2.96K 0.01% 767
2025
Q1 		$1.53M Sell
3,166
-926
-23% -$486K 0.01% 757
2024
Q4 		$2.18M Sell
4,092
-9,619
-70% -$5.13M 0.02% 612
2024
Q3 		$6.44M Buy
13,711
+747
+6% +$324K 0.06% 308
2024
Q2 		$5.54M Sell
12,964
-24
-0.2% -$10.3K 0.06% 312
2024
Q1 		$5.69M Sell
12,988
-91
-0.7% -$36.4K 0.06% 306
2023
Q4 		$4.97M Sell
13,079
-10
-0.1% -$3.43K 0.07% 289
2023
Q3 		$4.32M Sell
13,089
-53
-0.4% -$18.1K 0.07% 286
2023
Q2 		$4.37M Sell
13,142
-49
-0.4% -$15.1K 0.07% 292
2023
Q1 		$4.04M Buy
13,191
+70
+0.5% +$22.9K 0.06% 300
2022
Q4 		$4.09M Sell
13,121
-196
-1% -$59.8K 0.07% 288
2022
Q3 		$3.35M Sell
13,317
-25
-0.2% -$6.58K 0.06% 307
2022
Q2 		$3.17M Sell
13,342
-59
-0.4% -$15.8K 0.06% 323
2022
Q1 		$4.03M Buy
13,401
+54
+0.4% +$16.3K 0.06% 309
2021
Q4 		$4.03M Sell
13,347
-470
-3% -$139K 0.06% 310
2021
Q3 		$3.65M Buy
13,817
+175
+1% +$45.8K 0.06% 312
2021
Q2 		$3.4M Sell
13,642
-44
-0.3% -$11.1K 0.06% 322
2021
Q1 		$3.18M Buy
13,686
+27
+0.2% +$5.84K 0.06% 330
2020
Q4 		$2.65M Buy
13,659
+51
+0.4% +$9.13K 0.06% 317
2020
Q3 		$2.1M Sell
13,608
-1,057
-7% -$163K 0.05% 313
2020
Q2 		$2.2M Sell
14,665
-177
-1% -$22.7K 0.06% 290
2020
Q1 		$1.52M Sell
14,842
-1,405
-9% -$208K 0.06% 305
2019
Q4 		$2.71M Buy
16,247
+1
+0% +$155 0.08% 256
2019
Q3 		$2.39M Sell
16,246
-191
-1% -$26.8K 0.08% 251
2019
Q2 		$2.39M Buy
16,437
+356
+2% +$51.5K 0.09% 231
2019
Q1 		$2.06M Sell
16,081
-640
-4% -$79.4K 0.09% 229
2018
Q4 		$1.75M Sell
16,721
-18
-0.1% -$2.26K 0.09% 244
2018
Q3 		$2.47M Buy
16,739
+145
+0.9% +$20.7K 0.12% 192
2018
Q2 		$2.32M Sell
16,594
-78
-0.5% -$11.1K 0.14% 172
2018
Q1 		$2.47M Buy
16,672
+34
+0.2% +$5.55K 0.17% 139
2017
Q4 		$2.82M Sell
16,638
-94
-0.6% -$15.1K 0.22% 118
2017
Q3 		$2.48M Buy
16,732
+116
+0.7% +$16.2K 0.25% 97
2017
Q2 		$2.12M Buy
16,616
+5,046
+44% +$641K 0.24% 106
2017
Q1 		$1.5M Buy
11,570
+10,308
+817% +$1.28M 0.23% 95
2016
Q4 		$140K Buy
+1,262
New +$133K 0.06% 215

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

Steward Partners Investment Advisory's AMP Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Ameriprise Financial (AMP) stake by 30% in Q1 2026, buying an estimated $479K and bringing the position to 4,270 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #879.

Steward Partners Investment Advisory first reported a position in AMP in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.44M in Q3 2024. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Steward Partners Investment Advisory held 4,270 shares of Ameriprise Financial worth $1.9M as of Q1 2026.
  • Steward Partners Investment Advisory bought 995 Ameriprise Financial shares in Q1 2026, an estimated $479K.
  • Ameriprise Financial made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #879 holding.
  • Steward Partners Investment Advisory first reported a position in Ameriprise Financial in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Ameriprise Financial position peaked at $6.44M in Q3 2024.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.