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Sunbelt Securities’s Ameriprise Financial AMP Stock Holding History

Sunbelt Securities’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 		$179K Buy
403
+1
+0.2% +$482 0.01% 669
2025
Q4 		$197K Sell
402
-2
-0.5% -$949 0.01% 647
2025
Q3 		$199K Sell
404
-392
-49% -$201K 0.01% 643
2025
Q2 		$424K Buy
796
+52
+7% +$25.7K 0.04% 389
2025
Q1 		$360K Sell
744
-52
-7% -$27.3K 0.03% 402
2024
Q4 		$422K Sell
796
-122
-13% -$65.1K 0.04% 392
2024
Q3 		$431K Buy
918
+1
+0.1% +$434 0.04% 386
2024
Q2 		$392K Sell
917
-5
-0.5% -$2.14K 0.04% 391
2024
Q1 		$404K Buy
922
+24
+3% +$9.61K 0.05% 374
2023
Q4 		$341K Buy
898
+5
+0.6% +$1.72K 0.04% 386
2023
Q3 		$294K Buy
893
+52
+6% +$17.7K 0.04% 410
2023
Q2 		$279K Buy
841
+3
+0.4% +$922 0.04% 402
2023
Q1 		$252K Sell
838
-1
-0.1% -$328 0.04% 393
2022
Q4 		$261K Sell
839
-55
-6% -$16.8K 0.05% 380
2022
Q3 		$225K Sell
894
-9
-1% -$2.37K 0.05% 386
2022
Q2 		$215K Buy
903
+1
+0.1% +$268 0.05% 396
2022
Q1 		$280K Sell
902
-190
-17% -$57.5K 0.05% 376
2021
Q4 		$344K Sell
1,092
-92
-8% -$27.2K 0.06% 342
2021
Q3 		$292K Hold
1,184
– – 0.05% 355
2021
Q2 		$292K Sell
1,184
-18
-1% -$4.54K 0.05% 355
2021
Q1 		$279K Buy
1,202
+47
+4% +$10.2K 0.06% 348
2020
Q4 		$225K Buy
+1,155
New +$207K 0.05% 353
2020
Q2 		– Sell
-10,304
Closed -$1.41M – 301
2020
Q1 		$1.41M Buy
10,304
+8,901
+634% +$1.32M 0.06% 118
2019
Q4 		$234K Buy
+1,403
New +$217K 0.02% 501

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

Sunbelt Securities's AMP Position: Q1 2026 in Review

Sunbelt Securities increased its Ameriprise Financial (AMP) stake by 0.25% in Q1 2026, buying an estimated $482 and bringing the position to 403 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #669.

Sunbelt Securities first reported a position in AMP in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.41M in Q1 2020. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.

  • Sunbelt Securities held 403 shares of Ameriprise Financial worth $179K as of Q1 2026.
  • Sunbelt Securities bought 1 Ameriprise Financial share in Q1 2026, an estimated $482.
  • Ameriprise Financial made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #669 holding.
  • Sunbelt Securities first reported a position in Ameriprise Financial in Q4 2019 and has held it in 24 quarters since.
  • Sunbelt Securities's Ameriprise Financial position peaked at $1.41M in Q1 2020.
  • 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.