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Stonebridge Financial Group (Pennsylvania)’s Ameriprise Financial AMP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-12
Closed -$5.81K – 267
2025
Q1 		$5.81K Buy
12
+1
+9% +$524 ﹤0.01% 682
2024
Q4 		$5.86K Buy
+11
New +$5.87K ﹤0.01% 663

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AMP Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 12 shares — an estimated $5.81K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in AMP in Q4 2024 and held it in 2 quarters. The position peaked at $5.86K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 12 Ameriprise Financial shares in Q2 2025, an estimated $5.81K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Ameriprise Financial in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Ameriprise Financial position peaked at $5.86K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.