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Stonegate Investment Group’s Ameriprise Financial AMP Stock Holding History

Stonegate Investment Group’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
Q3 		$834K Hold
1,697
– – 0.02% 195
2025
Q2 		$906K Buy
1,697
+5
+0.3% +$2.47K 0.02% 190
2025
Q1 		$819K Sell
1,692
-168
-9% -$88.1K 0.02% 173
2024
Q4 		$990K Buy
1,860
+9
+0.5% +$4.8K 0.03% 155
2024
Q3 		$869K Sell
1,851
-68
-4% -$29.5K 0.02% 180
2024
Q2 		$820K Buy
1,919
+35
+2% +$15K 0.02% 183
2024
Q1 		$826K Sell
1,884
-6
-0.3% -$2.4K 0.03% 179
2023
Q4 		$718K Sell
1,890
-29
-2% -$9.94K 0.02% 181
2023
Q3 		$633K Sell
1,919
-10
-0.5% -$3.41K 0.02% 186
2023
Q2 		$641K Buy
1,929
+42
+2% +$12.9K 0.02% 189
2023
Q1 		$578K Buy
1,887
+4
+0.2% +$1.31K 0.02% 194
2022
Q4 		$586K Buy
1,883
+57
+3% +$17.4K 0.03% 189
2022
Q3 		$460K Buy
1,826
+34
+2% +$8.95K 0.02% 191
2022
Q2 		$426K Buy
1,792
+10
+0.6% +$2.68K 0.02% 199
2022
Q1 		$535K Sell
1,782
-126
-7% -$38.1K 0.02% 171
2021
Q4 		$576K Buy
+1,908
New +$564K 0.02% 167

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonegate Investment Group's AMP Position: Q3 2025 in Review

Stonegate Investment Group held its Ameriprise Financial (AMP) position steady in Q3 2025 at 1,697 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #195.

Stonegate Investment Group first reported a position in AMP in Q4 2021 and has held it in 16 quarters since. The position peaked at $990K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q3 2025.

  • Stonegate Investment Group held 1,697 shares of Ameriprise Financial worth $834K as of Q3 2025.
  • Stonegate Investment Group left its Ameriprise Financial share count unchanged in Q3 2025.
  • Ameriprise Financial made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #195 holding.
  • Stonegate Investment Group first reported a position in Ameriprise Financial in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Ameriprise Financial position peaked at $990K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.