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Sun Financial’s Ameriprise Financial AMP Stock Holding History

Sun Financial’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 		$278K Sell
588
-38
-6% -$18.3K 0.14% 138
2025
Q4 		$307K Buy
+626
New +$297K 0.17% 126

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sun Financial's AMP Position: Q1 2026 in Review

Sun Financial reduced its Ameriprise Financial (AMP) stake by 6.1% in Q1 2026, selling an estimated $18.3K and leaving 588 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #138.

Sun Financial first reported a position in AMP in Q4 2025 and has held it in 2 quarters since. The position peaked at $307K in Q4 2025. 1,387 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Sun Financial held 588 shares of Ameriprise Financial worth $278K as of Q1 2026.
  • Sun Financial sold 38 Ameriprise Financial shares in Q1 2026, an estimated $18.3K.
  • Ameriprise Financial made up 0.14% of Sun Financial's portfolio in Q1 2026, its #138 holding.
  • Sun Financial first reported a position in Ameriprise Financial in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Ameriprise Financial position peaked at $307K in Q4 2025.
  • 1,387 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.